Ownership history in Leo Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in CBRE GBL REAL ESTATE INC FD (IGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 14,491 | +510 | +3.6% | 0.01% | $74K | $4.76 |
| 2025 Q2 | ADDED | 13,981 | +486 | +3.6% | 0.01% | $74K | $4.73 |
| 2025 Q1 | ADDED | 13,495 | +458 | +3.5% | 0.01% | $70K | $4.45 |
| 2024 Q4 | ADDED | 13,037 | +422 | +3.3% | 0.01% | $63K | $4.01 |
| 2024 Q3 | ADDED | 12,615 | +364 | +3.0% | 0.01% | $83K | $5.30 |
| 2024 Q2 | ADDED | 12,251 | +439 | +3.7% | 0.01% | $62K | $3.94 |
| 2024 Q1 | ADDED | 11,812 | +400 | +3.5% | 0.01% | $64K | $4.06 |
| 2023 Q4 | INITIATED | 11,412 | — | — | 0.01% | $62K | — |
As of 2025 Q4 — sorted by position size