KESTRA PRIVATE WEALTH SERVICES, LLC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1649451
AUSTIN, TX
Position in IGR
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$81,215
-$1,864 QoQ
Shares Held
18,500
-2.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 quarters on record
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $65,142,519 across 91 Asset Management names. IGR ranks #88 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
10,532 | $10,128,729 | |
| 2 | BX |
Blackstone Inc.
|
66,525 | $7,649,709 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
112,155 | $4,538,912 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
57,687 | $2,752,823 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
64,058 | $2,270,215 | |
| 6 | AMP |
Ameriprise Financial Inc
|
3,974 | $1,766,045 | |
| 7 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
123,653 | $1,765,764 | |
| 8 | ARCC |
Ares Capital Corp
|
89,015 | $1,604,050 |
All Filings in IGR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,215 | 18,500 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $83,079 | 18,968 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $221,801 | 43,152 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $130,134 | 24,600 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $126,936 | 24,600 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $118,326 | 24,600 | Shares | Sole | 2025-01-28 | |
| 2020-12-31 | $69,137 | 10,049 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||