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

Alteri Wealth’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	$215K	Buy	15,573 +667	+4%	+$9.3K	0.06%	270
2026 Q1	$196K	Buy	14,906 +3,077	+26%	+$43.4K	0.06%	279
2025 Q4	$155K	Sell	11,829 -2,667	-18%	-$37.6K	0.05%	278
2025 Q3	$224K	Sell	14,496 -1,946	-12%	-$29.5K	0.08%	256
2025 Q2	$261K	Hold	16,442	–	–	0.1%	219
2025 Q1	$255K	Buy	16,442 +316	+2%	+$4.9K	0.11%	210
2024 Q4	$233K	Buy	+16,126	New	+$275K	0.06%	218

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

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 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

Alteri Wealth's IGR Position: Q2 2026 in Review

Alteri Wealth increased its CBRE Global Real Estate Income Fund (IGR) stake by 4.5% in Q2 2026, buying an estimated $9.3K and bringing the position to 15,573 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #270.

Alteri Wealth first reported a position in IGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $261K in Q2 2025. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Alteri Wealth held 15,573 shares of CBRE Global Real Estate Income Fund worth $215K as of Q2 2026.
Alteri Wealth bought 667 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $9.3K.
CBRE Global Real Estate Income Fund made up 0.06% of Alteri Wealth's portfolio in Q2 2026, its #270 holding.
Alteri Wealth first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's CBRE Global Real Estate Income Fund position peaked at $261K in Q2 2025.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.