AFG
IGR

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
Q1 		$322K Sell
73,405
-1,476
-2% -$6.94K 0.01% 914
2025
Q4 		$328K Sell
74,881
-19,737
-21% -$92.9K 0.01% 888
2025
Q3 		$486K Sell
94,618
-6,190
-6% -$31.2K 0.02% 660
2025
Q2 		$533K Sell
100,808
-681
-0.7% -$3.4K 0.02% 561
2025
Q1 		$524K Buy
101,489
+1,171
+1% +$6.05K 0.02% 517
2024
Q4 		$483K Sell
100,318
-3,044
-3% -$17.3K 0.02% 496
2024
Q3 		$679K Buy
103,362
+1,416
+1% +$8.37K 0.04% 349
2024
Q2 		$514K Buy
101,946
+7,108
+7% +$35.8K 0.04% 390
2024
Q1 		$510K Sell
94,838
-627
-0.7% -$3.28K 0.05% 343
2023
Q4 		$518K Sell
95,465
-8,948
-9% -$41K 0.07% 260
2023
Q3 		$470K Sell
104,413
-125
-0.1% -$648 0.16% 165
2023
Q2 		$547K Buy
104,538
+219
+0.2% +$1.15K 0.25% 124
2023
Q1 		$554K Buy
+104,319
New +$650K 0.31% 91

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Atomi Financial Group's IGR Position: Q1 2026 in Review

Atomi Financial Group reduced its CBRE Global Real Estate Income Fund (IGR) stake by 2% in Q1 2026, selling an estimated $6.94K and leaving 73,405 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #914.

Atomi Financial Group first reported a position in IGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $679K in Q3 2024. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Atomi Financial Group held 73,405 shares of CBRE Global Real Estate Income Fund worth $322K as of Q1 2026.
  • Atomi Financial Group sold 1,476 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $6.94K.
  • CBRE Global Real Estate Income Fund made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #914 holding.
  • Atomi Financial Group first reported a position in CBRE Global Real Estate Income Fund in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's CBRE Global Real Estate Income Fund position peaked at $679K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.