Creative Planning
IGR

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

Creative Planning’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 		$88.4K Buy
6,393
+1,612
+34% +$22.5K ﹤0.01% 4058
2026
Q1 		$63K Sell
4,781
-1,465
-23% -$20.7K ﹤0.01% 3965
2025
Q4 		$82.1K Buy
6,246
+2,069
+50% +$29.2K ﹤0.01% 3738
2025
Q3 		$64.4K Buy
+4,177
New +$63.2K ﹤0.01% 3735
2024
Q2 		– Sell
-3,721
Closed -$60.1K – 3120
2024
Q1 		$60.1K Buy
+3,721
New +$58.4K ﹤0.01% 2769
2023
Q2 		– Sell
-3,968
Closed -$63.2K – 2734
2023
Q1 		$63.2K Sell
3,968
-640
-14% -$12K ﹤0.01% 2310
2022
Q4 		$79.2K Buy
4,608
+732
+19% +$12.9K ﹤0.01% 2178
2022
Q3 		$67K Sell
3,876
-1,314
-25% -$28.8K ﹤0.01% 2087
2022
Q2 		$113K Sell
5,190
-1,041
-17% -$25K ﹤0.01% 1957
2022
Q1 		$169K Buy
6,231
+2,456
+65% +$63.7K ﹤0.01% 1921
2021
Q4 		$111K Buy
3,775
+250
+7% +$6.84K ﹤0.01% 1944
2021
Q3 		$88K Buy
+3,525
New +$95K ﹤0.01% 1958
2021
Q2 		– Sell
-3,397
Closed -$80K – 2313
2021
Q1 		$80K Buy
+3,397
New +$73.7K ﹤0.01% 2287
2020
Q4 		– Sell
-3,424
Closed -$61K – 2403
2020
Q3 		$61K Sell
3,424
-2,758
-45% -$50.2K ﹤0.01% 1888
2020
Q2 		$111K Buy
+6,182
New +$106K ﹤0.01% 1646
2018
Q3 		– Sell
-4,116
Closed -$93K – 2119
2018
Q2 		$93K Buy
+4,116
New +$91.6K ﹤0.01% 1782
2017
Q3 		– Sell
-2,448
Closed -$57K – 2747
2017
Q2 		$57K Sell
2,448
-361
-13% -$8.26K ﹤0.01% 2420
2017
Q1 		$63K Sell
2,809
-442
-14% -$9.9K ﹤0.01% 2299
2016
Q4 		$71K Buy
3,251
+475
+17% +$10.7K ﹤0.01% 2103
2016
Q3 		$70K Buy
2,776
+750
+37% +$18.9K ﹤0.01% 2105
2016
Q2 		$50K Sell
2,026
-100
-5% -$2.36K ﹤0.01% 2136
2016
Q1 		$50K Sell
2,126
-1,401
-40% -$30.4K ﹤0.01% 2108
2015
Q4 		$81K Sell
3,527
-3,266
-48% -$75.2K ﹤0.01% 1763
2015
Q3 		$150K Buy
+6,793
New +$159K ﹤0.01% 1347
2015
Q2 		– Sell
-2,038
Closed -$55K – 1985
2015
Q1 		$55K Buy
2,038
+405
+25% +$11.1K ﹤0.01% 1968
2014
Q4 		$44K Sell
1,633
-148
-8% -$3.87K ﹤0.01% 2088
2014
Q3 		$45K Sell
1,781
-47
-3% -$1.26K ﹤0.01% 1992
2014
Q2 		$50K Sell
1,828
-333
-15% -$8.71K ﹤0.01% 1884
2014
Q1 		$54K Buy
2,161
+277
+15% +$6.8K ﹤0.01% 1751
2013
Q4 		$45K Sell
1,884
-256
-12% -$6.19K ﹤0.01% 1673
2013
Q3 		$52K Sell
2,140
-207
-9% -$5.19K ﹤0.01% 1479
2013
Q2 		$64K Buy
+2,347
New +$67.2K ﹤0.01% 1240

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
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Vinva Investment Management
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
Flagship Harbor Advisors
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

Creative Planning's IGR Position: Q2 2026 in Review

Creative Planning increased its CBRE Global Real Estate Income Fund (IGR) stake by 34% in Q2 2026, buying an estimated $22.5K and bringing the position to 6,393 shares worth $88.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4058.

Creative Planning first reported a position in IGR in Q2 2013 and has held it in 32 quarters since. The position peaked at $169K in Q1 2022. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Creative Planning held 6,393 shares of CBRE Global Real Estate Income Fund worth $88.4K as of Q2 2026.
  • Creative Planning bought 1,612 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $22.5K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4058 holding.
  • Creative Planning first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and has held it in 32 quarters since.
  • Creative Planning's CBRE Global Real Estate Income Fund position peaked at $169K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.