SOA Wealth Advisors, LLC.
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1849444
NEW YORK, NY
Position in IGR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$931
+$75 QoQ
Shares Held
202
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#122
of 124 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $13,354,400 across 56 Asset Management names. IGR ranks #49 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,457 | $6,208,792 | |
| 2 | AMP |
Ameriprise Financial Inc
|
9,686 | $4,443,549 | |
| 3 | BMEZ |
BlackRock Health Sciences Term Trust
|
44,806 | $687,772 | |
| 4 | BX |
Blackstone Inc.
|
3,207 | $377,367 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
45,547 | $297,421 | |
| 6 | AWF |
Alliancebernstein Global High Income Fund Inc
|
20,870 | $214,961 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,397 | $165,279 | |
| 8 | MAIN |
Main Street Capital CORP
|
2,923 | $151,645 |
All Filings in IGR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931 | 202 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $856 | 195 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $819 | 187 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $925 | 180 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $920 | 174 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $866 | 168 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $779 | 162 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,031 | 157 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $771 | 153 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $790 | 147 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $765 | 141 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $607 | 135 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,365 | 261 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,343 | 253 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,409 | 246 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,373 | 238 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,684 | 232 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,052 | 227 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $2,192 | 224 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,839 | 220 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,902 | 216 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,655 | 212 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,451 | 211 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||