Carson Wealth (CWM LLC)
IGR

Carson Wealth (CWM LLC)’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.17K Hold
1,178
– – ﹤0.01% 5012
2025
Q4 		$5K Buy
1,178
+116
+11% +$546 ﹤0.01% 4814
2025
Q3 		$5K Sell
1,062
-2,559
-71% -$12.9K ﹤0.01% 4729
2025
Q2 		$19K Hold
3,621
– – ﹤0.01% 3945
2025
Q1 		$19K Hold
3,621
– – ﹤0.01% 3709
2024
Q4 		$17K Hold
3,621
– – ﹤0.01% 3541
2024
Q3 		$24K Buy
3,621
+300
+9% +$1.77K ﹤0.01% 3241
2024
Q2 		$17K Hold
3,321
– – ﹤0.01% 3219
2024
Q1 		$18K Buy
3,321
+7
+0.2% +$37 ﹤0.01% 2970
2023
Q4 		$18K Hold
3,314
– – ﹤0.01% 2835
2023
Q3 		$15K Sell
3,314
-398
-11% -$2.06K ﹤0.01% 2875
2023
Q2 		$19K Buy
3,712
+828
+29% +$4.36K ﹤0.01% 2673
2023
Q1 		$15K Buy
2,884
+1,575
+120% +$9.82K ﹤0.01% 2691
2022
Q4 		$8K Buy
1,309
+240
+22% +$1.41K ﹤0.01% 2935
2022
Q3 		$6K Buy
1,069
+400
+60% +$2.92K ﹤0.01% 2975
2022
Q2 		$5K Buy
+669
New +$5.37K ﹤0.01% 2982
2022
Q1 		– Sell
-74
Closed -$1K – 3672
2021
Q4 		$1K Buy
+74
New +$675 ﹤0.01% 3315
2021
Q2 		$2K Hold
221
– – ﹤0.01% 2663
2021
Q1 		$2K Hold
221
– – ﹤0.01% 2663
2020
Q4 		$2K Hold
221
– – ﹤0.01% 2662
2020
Q3 		$2K Hold
221
– – ﹤0.01% 2661
2020
Q2 		$2K Hold
221
– – ﹤0.01% 2660
2020
Q1 		$2K Hold
221
– – ﹤0.01% 2660
2019
Q4 		$2K Hold
221
– – ﹤0.01% 2660
2019
Q3 		$2K Hold
221
– – ﹤0.01% 2660
2019
Q2 		$2K Hold
221
– – ﹤0.01% 2660
2019
Q1 		$2K Buy
+221
New +$1.55K ﹤0.01% 2659

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 $2.27B AUM 18.34% 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

Carson Wealth (CWM LLC)'s IGR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its CBRE Global Real Estate Income Fund (IGR) position steady in Q1 2026 at 1,178 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #5012.

Carson Wealth (CWM LLC) first reported a position in IGR in Q1 2019 and has held it in 27 quarters since. The position peaked at $24K in Q3 2024. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,178 shares of CBRE Global Real Estate Income Fund worth $5.17K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its CBRE Global Real Estate Income Fund share count unchanged in Q1 2026.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5012 holding.
  • Carson Wealth (CWM LLC) first reported a position in CBRE Global Real Estate Income Fund in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s CBRE Global Real Estate Income Fund position peaked at $24K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.