AWS
IGR

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

Atria Wealth Solutions’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
2025
Q2 		$285K Hold
53,750
– – 0.01% 1183
2025
Q1 		$277K Buy
+53,750
New +$278K ﹤0.01% 1518
2024
Q1 		– Sell
-10,091
Closed -$54.8K – 2013
2023
Q4 		$54.8K Sell
10,091
-11,101
-52% -$50.8K ﹤0.01% 1879
2023
Q3 		$95.4K Buy
+21,192
New +$110K ﹤0.01% 1785

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atria Wealth Solutions's IGR Position: Q2 2025 in Review

Atria Wealth Solutions held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2025 at 53,750 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1183.

Atria Wealth Solutions first reported a position in IGR in Q3 2023 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold IGR as of Q2 2025.

  • Atria Wealth Solutions held 53,750 shares of CBRE Global Real Estate Income Fund worth $285K as of Q2 2025.
  • Atria Wealth Solutions left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2025.
  • CBRE Global Real Estate Income Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1183 holding.
  • Atria Wealth Solutions first reported a position in CBRE Global Real Estate Income Fund in Q3 2023 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.