Ameritas Advisory Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Ameritas Advisory Services’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	$65.7K	Buy	+4,753	New	+$66.3K	﹤0.01%	1211
2025 Q4	–	Sell	-1,987	Closed	-$30.6K	–	1501
2025 Q3	$30.6K	Sell	1,987 -4,350	-69%	-$65.8K	﹤0.01%	1271
2025 Q2	$101K	Buy	6,337 +2,800	+79%	+$42K	0.01%	987
2025 Q1	$52.6K	Buy	+3,537	New	+$54.8K	﹤0.01%	855
2023 Q2	–	Sell	-1,563	Closed	-$24.9K	–	1511
2023 Q1	$24.9K	Buy	+1,563	New	+$29.2K	﹤0.01%	1540

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

Ameritas Advisory Services's IGR Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q2 2026: 4,753 shares worth $65.7K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in IGR as recently as Q3 2025.

Ameritas Advisory Services first reported a position in IGR in Q1 2023 and has held it in 5 quarters since. The position peaked at $101K in Q2 2025. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Ameritas Advisory Services held 4,753 shares of CBRE Global Real Estate Income Fund worth $65.7K as of Q2 2026.
CBRE Global Real Estate Income Fund was a new Ameritas Advisory Services position in Q2 2026.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1211 holding.
Ameritas Advisory Services first reported a position in CBRE Global Real Estate Income Fund in Q1 2023 and has held it in 5 quarters since.
Ameritas Advisory Services's CBRE Global Real Estate Income Fund position peaked at $101K in Q2 2025.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.