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
Q1 		$63K Sell
14,342
-4,395
-23% -$20.7K ﹤0.01% 3965
2025
Q4 		$82.1K Buy
18,737
+6,205
+50% +$29.2K ﹤0.01% 3738
2025
Q3 		$64.4K Buy
+12,532
New +$63.2K ﹤0.01% 3735
2024
Q2 		– Sell
-11,164
Closed -$60.1K – 3120
2024
Q1 		$60.1K Buy
+11,164
New +$58.4K ﹤0.01% 2769
2023
Q2 		– Sell
-11,904
Closed -$63.2K – 2734
2023
Q1 		$63.2K Sell
11,904
-1,920
-14% -$12K ﹤0.01% 2310
2022
Q4 		$79.2K Buy
13,824
+2,197
+19% +$12.9K ﹤0.01% 2178
2022
Q3 		$67K Sell
11,627
-3,944
-25% -$28.8K ﹤0.01% 2087
2022
Q2 		$113K Sell
15,571
-3,122
-17% -$25K ﹤0.01% 1957
2022
Q1 		$169K Buy
18,693
+7,369
+65% +$63.7K ﹤0.01% 1921
2021
Q4 		$111K Buy
11,324
+750
+7% +$6.84K ﹤0.01% 1944
2021
Q3 		$88K Buy
+10,574
New +$95K ﹤0.01% 1958
2021
Q2 		– Sell
-10,191
Closed -$80K – 2313
2021
Q1 		$80K Buy
+10,191
New +$73.7K ﹤0.01% 2287
2020
Q4 		– Sell
-10,271
Closed -$61K – 2403
2020
Q3 		$61K Sell
10,271
-8,274
-45% -$50.2K ﹤0.01% 1888
2020
Q2 		$111K Buy
+18,545
New +$106K ﹤0.01% 1646
2018
Q3 		– Sell
-12,347
Closed -$93K – 2119
2018
Q2 		$93K Buy
+12,347
New +$91.6K ﹤0.01% 1782
2017
Q3 		– Sell
-7,343
Closed -$57K – 2747
2017
Q2 		$57K Sell
7,343
-1,085
-13% -$8.28K ﹤0.01% 2420
2017
Q1 		$63K Sell
8,428
-1,325
-14% -$9.88K ﹤0.01% 2299
2016
Q4 		$71K Buy
9,753
+1,426
+17% +$10.7K ﹤0.01% 2103
2016
Q3 		$70K Buy
8,327
+2,249
+37% +$18.9K ﹤0.01% 2105
2016
Q2 		$50K Sell
6,078
-300
-5% -$2.36K ﹤0.01% 2136
2016
Q1 		$50K Sell
6,378
-4,202
-40% -$30.4K ﹤0.01% 2108
2015
Q4 		$81K Sell
10,580
-9,799
-48% -$75.2K ﹤0.01% 1763
2015
Q3 		$150K Buy
+20,379
New +$159K ﹤0.01% 1347
2015
Q2 		– Sell
-6,113
Closed -$55K – 1985
2015
Q1 		$55K Buy
6,113
+1,213
+25% +$11K ﹤0.01% 1968
2014
Q4 		$44K Sell
4,900
-443
-8% -$3.86K ﹤0.01% 2088
2014
Q3 		$45K Sell
5,343
-140
-3% -$1.25K ﹤0.01% 1992
2014
Q2 		$50K Sell
5,483
-1,001
-15% -$8.72K ﹤0.01% 1884
2014
Q1 		$54K Buy
6,484
+833
+15% +$6.82K ﹤0.01% 1751
2013
Q4 		$45K Sell
5,651
-768
-12% -$6.19K ﹤0.01% 1673
2013
Q3 		$52K Sell
6,419
-623
-9% -$5.21K ﹤0.01% 1479
2013
Q2 		$64K Buy
+7,042
New +$67.3K ﹤0.01% 1240

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 $2.61B AUM 23.21% 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

Creative Planning's IGR Position: Q1 2026 in Review

Creative Planning reduced its CBRE Global Real Estate Income Fund (IGR) stake by 23% in Q1 2026, selling an estimated $20.7K and leaving 14,342 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #3965.

Creative Planning first reported a position in IGR in Q2 2013 and has held it in 31 quarters since. The position peaked at $169K in Q1 2022. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Creative Planning held 14,342 shares of CBRE Global Real Estate Income Fund worth $63K as of Q1 2026.
  • Creative Planning sold 4,395 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $20.7K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3965 holding.
  • Creative Planning first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and has held it in 31 quarters since.
  • Creative Planning's CBRE Global Real Estate Income Fund position peaked at $169K in Q1 2022.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.