180 WEALTH ADVISORS, LLC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1730817
FEDERAL WAY, WA
Position in IGR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,077,937
+$110,491 QoQ
Shares Held
233,826
+6.1% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1
of 2 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67.37103658275811.ToString("F0")%
Shared 0.ToString("F0")%
None 32.62896341724188.ToString("F0")%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $35,537,355 across 26 Asset Management names. IGR ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
1,086,189 | $12,284,797 | |
| 2 | TDF |
Templeton Dragon Fund Inc
|
329,251 | $3,585,543 | |
| 3 | BLK |
BlackRock, Inc.
|
3,427 | $3,295,266 | |
| 4 | HQL |
abrdn Life Sciences Investors
|
152,829 | $3,058,108 | |
| 5 | GGZ |
Gabelli Global Small & Mid Cap Value Trust
|
118,916 | $1,935,952 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
|
43,329 | $1,857,514 | |
| 7 | PSEC |
Prospect Capital Corp
|
580,986 | $1,342,077 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
40,396 | $1,218,747 |
All Filings in IGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077,937 | 233,826 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $967,446 | 220,375 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $870,993 | 198,857 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $900,373 | 175,170 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $875,267 | 165,457 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $856,926 | 166,071 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $755,992 | 157,171 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,000,505 | 152,284 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $732,851 | 145,407 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $742,181 | 137,952 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $719,241 | 132,457 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $601,650 | 133,700 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $696,819 | 133,235 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $683,604 | 128,739 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $745,324 | 130,074 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $717,395 | 124,332 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $923,472 | 127,200 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,151,876 | 127,420 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,259,718 | 128,674 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,088,012 | 130,145 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,158,655 | 131,516 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,049,117 | 134,330 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $921,741 | 133,974 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $790,884 | 132,255 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $781,377 | 130,884 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $60,736 | 11,591 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||