IGR — CBRE GBL REAL ESTATE INC FD

Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, 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.

Peak position
0.01% (2024 Q3)
Avg. % of fund
0.0%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,680 -1,729 -12.0% 0.00% $65K $4.76
2025 Q2 REDUCED 14,409 -8,071 -35.9% 0.00% $76K $4.73
2025 Q1 UNCHANGED 22,480 — 0% 0.00% $116K $4.45
2024 Q4 UNCHANGED 22,480 — 0% 0.00% $108K $4.01
2024 Q3 UNCHANGED 22,480 — 0% 0.01% $130K $5.30
2024 Q2 INITIATED 22,480 — — 0.01% $113K —
% of Fund (quarterly)    IGR price (monthly, adj. close)

Other funds also holding IGR

As of 2025 Q4 — sorted by position size

ABSOLUTE INVESTMENT ADVISERS, LLC 0.7% Investment Partners Asset Management, Inc. 0.51% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.41% ROMAN BUTLER FULLERTON & CO 3Y 7Y 0.33% Quarry LP 3Y 0.31% SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3Y 0.29% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.15% Shaker Financial Services, LLC 3Y 7Y 0.14% Samalin Investment Counsel, LLC 3Y 0.14% Cooper Financial Group 3Y 7Y 0.12%
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