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

Cooper 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	$1.22M	Buy	265,530 +4,126	+2%	+$19.2K	0.1%	140
2026 Q1	$1.15M	Buy	261,404 +9,777	+4%	+$46K	0.12%	140
2025 Q4	$1.1M	Buy	251,627 +7,823	+3%	+$36.8K	0.12%	129
2025 Q3	$1.25M	Buy	243,804 +7,749	+3%	+$39.1K	0.14%	118
2025 Q2	$1.25M	Buy	236,055 +7,143	+3%	+$35.7K	0.15%	118
2025 Q1	$1.18M	Buy	228,912 +7,368	+3%	+$38.1K	0.16%	121
2024 Q4	$1.07M	Buy	221,544 +6,658	+3%	+$37.9K	0.13%	131
2024 Q3	$1.41M	Buy	214,886 +6,521	+3%	+$38.5K	0.18%	99
2024 Q2	$1.05M	Buy	208,365 +6,043	+3%	+$30.4K	0.15%	116
2024 Q1	$1.09M	Buy	202,322 +10,014	+5%	+$52.4K	0.18%	110
2023 Q4	$1.04M	Buy	192,308 +3,636	+2%	+$16.6K	0.19%	107
2023 Q3	$849K	Sell	188,672 -2,750	-1%	-$14.3K	0.2%	116
2023 Q2	$1M	Buy	191,422 +5,084	+3%	+$26.8K	0.25%	100
2023 Q1	$989K	Buy	186,338 +34,846	+23%	+$217K	0.27%	95
2022 Q4	$868K	Buy	151,492 +10,606	+8%	+$62.5K	0.27%	91
2022 Q3	$813K	Buy	140,886 +6,736	+5%	+$49.2K	0.29%	85
2022 Q2	$974K	Buy	134,150 +2,054	+2%	+$16.5K	0.35%	76
2022 Q1	$1.19M	Buy	132,096 +5,448	+4%	+$47.1K	0.45%	53
2021 Q4	$1.24M	Buy	126,648 +4,283	+4%	+$39K	0.47%	52
2021 Q3	$1.02M	Buy	122,365 +1,675	+1%	+$15K	0.21%	72
2021 Q2	$1.06M	Buy	120,690 +606	+0.5%	+$5.09K	0.22%	64
2021 Q1	$938K	Buy	120,084 +18,445	+18%	+$133K	0.21%	70
2020 Q4	$699K	Buy	101,639 +4,210	+4%	+$26.7K	0.14%	122
2020 Q3	$583K	Buy	97,429 +34,506	+55%	+$210K	0.17%	85
2020 Q2	$376K	Buy	62,923 +29,716	+89%	+$170K	0.12%	116
2020 Q1	$174K	Buy	+33,207	New	+$242K	0.07%	146

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

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

Cooper Financial Group increased its CBRE Global Real Estate Income Fund (IGR) stake by 1.6% in Q2 2026, buying an estimated $19.2K and bringing the position to 265,530 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #140.

Cooper Financial Group first reported a position in IGR in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.41M in Q3 2024. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Cooper Financial Group held 265,530 shares of CBRE Global Real Estate Income Fund worth $1.22M as of Q2 2026.
Cooper Financial Group bought 4,126 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $19.2K.
CBRE Global Real Estate Income Fund made up 0.1% of Cooper Financial Group's portfolio in Q2 2026, its #140 holding.
Cooper Financial Group first reported a position in CBRE Global Real Estate Income Fund in Q1 2020 and has held it in 26 quarters since.
Cooper Financial Group's CBRE Global Real Estate Income Fund position peaked at $1.41M in Q3 2024.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.