CoreCap Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

CoreCap Advisors’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	–	Sell	-718	Closed	-$9.43K	–	3005
2025 Q4	$9.43K	Hold	718	–	–	﹤0.01%	1986
2025 Q3	$11.1K	Hold	718	–	–	﹤0.01%	1896
2025 Q2	$11.4K	Hold	718	–	–	﹤0.01%	1817
2025 Q1	$11.1K	Hold	718	–	–	﹤0.01%	1776
2024 Q4	$10.4K	Sell	718 -866	-55%	-$14.8K	﹤0.01%	1763
2024 Q3	$31.2K	Buy	1,584 +866	+121%	+$15.3K	﹤0.01%	1379
2024 Q2	$10.9K	Hold	718	–	–	﹤0.01%	1044
2024 Q1	$11.6K	Buy	+718	New	+$11.3K	﹤0.01%	1699
2022 Q4	$12.3K	Buy	+718	New	+$12.7K	﹤0.01%	1472
2022 Q3	–	Sell	-1,364	Closed	-$30K	–	1249
2022 Q2	$30K	Buy	+1,364	New	+$32.8K	﹤0.01%	1107
2022 Q1	–	Sell	-958	Closed	-$28K	–	1253
2021 Q4	$28K	Buy	+958	New	+$26.2K	﹤0.01%	1203

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

CoreCap Advisors's IGR Position: Q1 2026 in Review

CoreCap Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2026, closing a stake of 718 shares — an estimated $9.43K sold.

CoreCap Advisors first reported a position in IGR in Q4 2021 and held it in 11 quarters. The position peaked at $31.2K in Q3 2024. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

CoreCap Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2026 after selling out during the quarter.
CoreCap Advisors sold 718 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $9.43K.
CoreCap Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2021 and held it in 11 quarters.
CoreCap Advisors's CBRE Global Real Estate Income Fund position peaked at $31.2K in Q3 2024.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on CoreCap Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.