Creative Financial Designs’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Creative Financial Designs’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	$6.06K	Hold	438	–	–	﹤0.01%	1661
2026 Q1	$5.77K	Hold	438	–	–	﹤0.01%	1550
2025 Q4	$5.76K	Hold	438	–	–	﹤0.01%	1485
2025 Q3	$6.76K	Hold	438	–	–	﹤0.01%	1460
2025 Q2	$6.96K	Hold	438	–	–	﹤0.01%	1439
2025 Q1	$6.79K	Hold	438	–	–	﹤0.01%	1394
2024 Q4	$6.33K	Hold	438	–	–	﹤0.01%	1368
2024 Q3	$8.64K	Hold	438	–	–	﹤0.01%	1242
2024 Q2	$6.63K	Hold	438	–	–	﹤0.01%	1264
2024 Q1	$7.08K	Hold	438	–	–	﹤0.01%	1235
2023 Q4	$7.14K	Buy	438 +216	+97%	+$2.97K	﹤0.01%	1185
2023 Q3	$2.99K	Buy	222 +217	+4,340%	+$3.38K	﹤0.01%	1275
2023 Q2	$78	Hold	5	–	–	﹤0.01%	1459
2023 Q1	$80	Hold	5	–	–	﹤0.01%	1384
2022 Q4	$86	Hold	5	–	–	﹤0.01%	1286
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1307
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1282
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1281
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1323
2021 Q3	$0	Hold	5	–	–	﹤0.01%	1424
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1425
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1334
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1264
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1252
2020 Q2	$0	Buy	+5	New	+$86	﹤0.01%	1172

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

Creative Financial Designs's IGR Position: Q2 2026 in Review

Creative Financial Designs held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 438 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Creative Financial Designs first reported a position in IGR in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.64K in Q3 2024. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Creative Financial Designs held 438 shares of CBRE Global Real Estate Income Fund worth $6.06K as of Q2 2026.
Creative Financial Designs left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1661 holding.
Creative Financial Designs first reported a position in CBRE Global Real Estate Income Fund in Q2 2020 and has held it in 25 quarters since.
Creative Financial Designs's CBRE Global Real Estate Income Fund position peaked at $8.64K in Q3 2024.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.