SeaCrest Wealth Management, LLC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1728121
PURCHASE, NY
Position in IGR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$220,570
+$27,279 QoQ
Shares Held
47,846
+8.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#44
of 124 holders
Holding Since
Mar 2022
11 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, 2026SeaCrest Wealth Management, LLC holds $23,369,598 across 59 Asset Management names. IGR ranks #39 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
201,835 | $3,808,626 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
49,691 | $1,499,177 | |
| 3 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
30,250 | $849,117 | |
| 4 | AOD |
abrdn Total Dynamic Dividend Fund
|
68,907 | $710,431 | |
| 5 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
40,000 | $628,800 | |
| 6 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
32,979 | $599,228 | |
| 7 | APO |
Apollo Global Management, Inc.
|
5,027 | $594,744 | |
| 8 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
74,142 | $572,376 |
All Filings in IGR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,570 | 47,846 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $193,291 | 44,030 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $202,097 | 46,141 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $237,432 | 46,193 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $224,005 | 42,345 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $202,741 | 39,291 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $54,136 | 11,255 | Shares | Sole | 2025-01-14 | |
| 2022-12-31 | $96,951 | 16,920 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $97,628 | 16,920 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $129,373 | 17,820 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $166,480 | 18,416 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||