AE Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

AE Wealth Management’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	$76.1K	Buy	5,500 +667	+14%	+$9.3K	﹤0.01%	1987
2026 Q1	$63.7K	Hold	4,833	–	–	﹤0.01%	1908
2025 Q4	$63.5K	Hold	4,833	–	–	﹤0.01%	1802
2025 Q3	$74.5K	Buy	4,833 +600	+14%	+$9.08K	﹤0.01%	1640
2025 Q2	$67.2K	Buy	+4,233	New	+$63.4K	﹤0.01%	1563
2022 Q1	–	Sell	-3,439	Closed	-$101K	–	1740
2021 Q4	$101K	Buy	+3,439	New	+$94K	﹤0.01%	1641
2020 Q2	–	Sell	-5,122	Closed	-$81K	–	1304
2020 Q1	$81K	Sell	5,122 -1,215	-19%	-$26.6K	﹤0.01%	1052
2019 Q4	$152K	Sell	6,337 -1,757	-22%	-$41.8K	﹤0.01%	1074
2019 Q3	$192K	Sell	8,094 -555	-6%	-$12.7K	0.01%	927
2019 Q2	$194K	Buy	+8,649	New	+$193K	0.01%	904
2017 Q4	–	Sell	-22,388	Closed	-$531K	–	439
2017 Q3	$531K	Buy	22,388 +2,646	+13%	+$61.8K	0.05%	227
2017 Q2	$457K	Buy	+19,742	New	+$452K	0.05%	241

Other funds holding IGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's IGR Position: Q2 2026 in Review

AE Wealth Management increased its CBRE Global Real Estate Income Fund (IGR) stake by 14% in Q2 2026, buying an estimated $9.3K and bringing the position to 5,500 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

AE Wealth Management first reported a position in IGR in Q2 2017 and has held it in 12 quarters since. The position peaked at $531K in Q3 2017. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

AE Wealth Management held 5,500 shares of CBRE Global Real Estate Income Fund worth $76.1K as of Q2 2026.
AE Wealth Management bought 667 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $9.3K.
CBRE Global Real Estate Income Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1987 holding.
AE Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q2 2017 and has held it in 12 quarters since.
AE Wealth Management's CBRE Global Real Estate Income Fund position peaked at $531K in Q3 2017.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.