Atomi Financial Group’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Atomi Financial Group’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	$329K	Sell	23,815 -653	-3%	-$9.1K	0.01%	982
2026 Q1	$322K	Sell	24,468 -492	-2%	-$6.94K	0.01%	914
2025 Q4	$328K	Sell	24,960 -6,579	-21%	-$92.9K	0.01%	888
2025 Q3	$486K	Sell	31,539 -2,064	-6%	-$31.2K	0.02%	660
2025 Q2	$533K	Sell	33,603 -227	-0.7%	-$3.4K	0.02%	561
2025 Q1	$524K	Buy	33,830 +391	+1%	+$6.06K	0.02%	517
2024 Q4	$483K	Sell	33,439 -1,015	-3%	-$17.3K	0.02%	496
2024 Q3	$679K	Buy	34,454 +472	+1%	+$8.37K	0.04%	349
2024 Q2	$514K	Buy	33,982 +2,369	+7%	+$35.8K	0.04%	390
2024 Q1	$510K	Sell	31,613 -209	-0.7%	-$3.28K	0.05%	343
2023 Q4	$518K	Sell	31,822 -2,982	-9%	-$41K	0.07%	260
2023 Q3	$470K	Sell	34,804 -42	-0.1%	-$653	0.16%	165
2023 Q2	$547K	Buy	34,846 +73	+0.2%	+$1.15K	0.25%	124
2023 Q1	$554K	Buy	+34,773	New	+$650K	0.31%	91

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

Atomi Financial Group's IGR Position: Q2 2026 in Review

Atomi Financial Group reduced its CBRE Global Real Estate Income Fund (IGR) stake by 2.7% in Q2 2026, selling an estimated $9.1K and leaving 23,815 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #982.

Atomi Financial Group first reported a position in IGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $679K in Q3 2024. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Atomi Financial Group held 23,815 shares of CBRE Global Real Estate Income Fund worth $329K as of Q2 2026.
Atomi Financial Group sold 653 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $9.1K.
CBRE Global Real Estate Income Fund made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #982 holding.
Atomi Financial Group first reported a position in CBRE Global Real Estate Income Fund in Q1 2023 and has held it in 14 quarters since.
Atomi Financial Group's CBRE Global Real Estate Income Fund position peaked at $679K in Q3 2024.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.