AWM
IGR

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

Axxcess Wealth Management’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 		$69.6K Buy
+15,098
New +$70.2K ﹤0.01% 1044
2026
Q1 		– Sell
-15,375
Closed -$67.3K – 682
2025
Q4 		$67.3K Sell
15,375
-1,294
-8% -$6.09K ﹤0.01% 1027
2025
Q3 		$85.7K Buy
16,669
+131
+0.8% +$661 ﹤0.01% 917
2025
Q2 		$87.5K Sell
16,538
-835
-5% -$4.17K ﹤0.01% 870
2025
Q1 		$89.6K Sell
17,373
-2,722
-14% -$14.1K ﹤0.01% 834
2024
Q4 		$96.7K Buy
20,095
+134
+0.7% +$762 ﹤0.01% 840
2024
Q3 		$131K Sell
19,961
-860
-4% -$5.08K ﹤0.01% 863
2024
Q2 		$105K Buy
20,821
+169
+0.8% +$850 ﹤0.01% 820
2024
Q1 		$111K Sell
20,652
-8,074
-28% -$42.2K ﹤0.01% 844
2023
Q4 		$156K Sell
28,726
-1,769
-6% -$8.1K ﹤0.01% 798
2023
Q3 		$137K Buy
30,495
+187
+0.6% +$970 ﹤0.01% 761
2023
Q2 		$159K Buy
30,308
+175
+0.6% +$922 0.01% 561
2023
Q1 		$160K Sell
30,133
-279
-0.9% -$1.74K 0.01% 604
2022
Q4 		$174K Sell
30,412
-21,326
-41% -$126K 0.01% 574
2022
Q3 		$299K Sell
51,738
-5,897
-10% -$43.1K 0.03% 405
2022
Q2 		$418K Buy
57,635
+14,414
+33% +$116K 0.04% 339
2022
Q1 		$391K Sell
43,221
-15,016
-26% -$130K 0.03% 415
2021
Q4 		$570K Buy
+58,237
New +$531K 0.04% 328

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
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axxcess Wealth Management's IGR Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q2 2026: 15,098 shares worth $69.6K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IGR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IGR in Q4 2021 and has held it in 18 quarters since. The position peaked at $570K in Q4 2021. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Axxcess Wealth Management held 15,098 shares of CBRE Global Real Estate Income Fund worth $69.6K as of Q2 2026.
  • CBRE Global Real Estate Income Fund was a new Axxcess Wealth Management position in Q2 2026.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1044 holding.
  • Axxcess Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's CBRE Global Real Estate Income Fund position peaked at $570K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.