1WA
IGR

180 Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

180 Wealth Advisors’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Buy
233,826
+13,451
+6% +$62.5K 0.11% 194
2026
Q1 		$967K Buy
220,375
+21,518
+11% +$101K 0.11% 196
2025
Q4 		$871K Buy
198,857
+23,687
+14% +$111K 0.1% 201
2025
Q3 		$900K Buy
175,170
+9,713
+6% +$49K 0.11% 176
2025
Q2 		$875K Sell
165,457
-614
-0.4% -$3.07K 0.12% 159
2025
Q1 		$854K Buy
166,071
+8,900
+6% +$46K 0.14% 154
2024
Q4 		$756K Buy
157,171
+4,887
+3% +$27.8K 0.12% 158
2024
Q3 		$1M Buy
152,284
+6,877
+5% +$40.6K 0.16% 132
2024
Q2 		$752K Buy
145,407
+7,455
+5% +$37.5K 0.12% 156
2024
Q1 		$742K Buy
137,952
+5,495
+4% +$28.7K 0.13% 159
2023
Q4 		$725K Sell
132,457
-1,243
-0.9% -$5.69K 0.15% 143
2023
Q3 		$602K Buy
133,700
+465
+0.3% +$2.41K 0.14% 157
2023
Q2 		$705K Buy
133,235
+4,496
+3% +$23.7K 0.15% 142
2023
Q1 		$684K Sell
128,739
-1,335
-1% -$8.32K 0.16% 144
2022
Q4 		$866K Buy
130,074
+5,742
+5% +$33.8K 0.2% 111
2022
Q3 		$717K Sell
124,332
-2,868
-2% -$21K 0.2% 111
2022
Q2 		$934K Sell
127,200
-220
-0.2% -$1.76K 0.24% 104
2022
Q1 		$1.14M Sell
127,420
-1,254
-1% -$10.8K 0.25% 100
2021
Q4 		$1.09M Sell
128,674
-1,471
-1% -$13.4K 0.24% 104
2021
Q3 		$1.17M Sell
130,145
-1,371
-1% -$12.3K 0.26% 99
2021
Q2 		$1.2M Sell
131,516
-2,814
-2% -$23.7K 0.27% 97
2021
Q1 		$1.11M Buy
134,330
+356
+0.3% +$2.57K 0.28% 99
2020
Q4 		$923K Buy
133,974
+1,719
+1% +$10.9K 0.27% 99
2020
Q3 		$786K Buy
132,255
+1,371
+1% +$8.33K 0.29% 88
2020
Q2 		$772K Buy
130,884
+119,293
+1,029% +$681K 0.31% 84
2020
Q1 		$57K Buy
11,591
+1,458
+14% +$10.6K 0.03% 215
2019
Q4 		$82K Sell
10,133
-267
-3% -$2.12K 0.03% 260
2019
Q3 		$82K Sell
10,400
-1,333
-11% -$10.2K 0.04% 250
2019
Q2 		$89K Sell
11,733
-321
-3% -$2.38K 0.04% 244
2019
Q1 		$88K Sell
12,054
-1,953
-14% -$13.7K 0.04% 247
2018
Q4 		$102K Hold
14,007
– – 0.05% 249
2018
Q3 		$102K Sell
14,007
-12,115
-46% -$90.8K 0.05% 249
2018
Q2 		$197K Sell
26,122
-69,862
-73% -$518K 0.1% 231
2018
Q1 		$698K Sell
95,984
-17,649
-16% -$133K 0.36% 85
2017
Q4 		$900K Buy
+113,633
New +$889K 0.46% 68

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

180 Wealth Advisors's IGR Position: Q2 2026 in Review

180 Wealth Advisors increased its CBRE Global Real Estate Income Fund (IGR) stake by 6.1% in Q2 2026, buying an estimated $62.5K and bringing the position to 233,826 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #194.

180 Wealth Advisors first reported a position in IGR in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.2M in Q2 2021. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • 180 Wealth Advisors held 233,826 shares of CBRE Global Real Estate Income Fund worth $1.08M as of Q2 2026.
  • 180 Wealth Advisors bought 13,451 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $62.5K.
  • CBRE Global Real Estate Income Fund made up 0.11% of 180 Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • 180 Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and has held it in 35 quarters since.
  • 180 Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $1.2M in Q2 2021.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.