Steward Partners Investment Advisory, LLC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1723397
STAMFORD, CT
Position in IGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$55,412
-$19,534 QoQ
Shares Held
12,020
-29.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. IGR ranks #203 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in IGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,412 | 12,020 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $74,946 | 17,072 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $64,044 | 14,622 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $75,157 | 14,622 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $69,320 | 13,104 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $89,985 | 17,439 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $53,299 | 11,081 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $87,256 | 13,281 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $66,432 | 13,181 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $77,638 | 14,431 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $91,213 | 16,798 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $82,143 | 18,254 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $85,636 | 16,374 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $118,673 | 22,349 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $124,363 | 21,704 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $147,833 | 25,621 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $185,805 | 25,593 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $196,240 | 21,708 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $224,102 | 22,891 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $156,256 | 18,691 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $171,715 | 19,491 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $270,390 | 34,621 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $140,806 | 20,466 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $132,696 | 22,190 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $127,937 | 21,430 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $109,998 | 20,992 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||