Envestnet Asset Management
IGR

Envestnet Asset Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Envestnet Asset Management’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 		$118K Buy
25,550
+963
+4% +$4.47K ﹤0.01% 4731
2026
Q1 		$108K Buy
24,587
+5,029
+26% +$23.6K ﹤0.01% 4615
2025
Q4 		$85.7K Buy
19,558
+445
+2% +$2.09K ﹤0.01% 4383
2025
Q3 		$98.2K Sell
19,113
-2,124
-10% -$10.7K ﹤0.01% 4427
2025
Q2 		$112K Buy
+21,237
New +$106K ﹤0.01% 4325
2022
Q4 		– Sell
-22,581
Closed -$130K – 3999
2022
Q3 		$130K Sell
22,581
-18,400
-45% -$134K ﹤0.01% 3684
2022
Q2 		$298K Sell
40,981
-4,469
-10% -$35.8K ﹤0.01% 3356
2022
Q1 		$411K Sell
45,450
-7,356
-14% -$63.6K ﹤0.01% 3236
2021
Q4 		$517K Sell
52,806
-8,107
-13% -$73.9K ﹤0.01% 3055
2021
Q3 		$509K Sell
60,913
-32,725
-35% -$294K ﹤0.01% 2956
2021
Q2 		$825K Sell
93,638
-12,835
-12% -$108K ﹤0.01% 2665
2021
Q1 		$832K Sell
106,473
-6,729
-6% -$48.7K ﹤0.01% 2531
2020
Q4 		$779K Sell
113,202
-11,410
-9% -$72.4K ﹤0.01% 2407
2020
Q3 		$745K Sell
124,612
-26,270
-17% -$160K ﹤0.01% 2208
2020
Q2 		$901K Sell
150,882
-2,828
-2% -$16.2K ﹤0.01% 2024
2020
Q1 		$805K Buy
153,710
+18,312
+14% +$134K ﹤0.01% 1944
2019
Q4 		$1.09M Buy
135,398
+29,098
+27% +$231K ﹤0.01% 1976
2019
Q3 		$841K Sell
106,300
-7,162
-6% -$54.7K ﹤0.01% 2062
2019
Q2 		$850K Buy
113,462
+12,445
+12% +$92.4K ﹤0.01% 2059
2019
Q1 		$755K Buy
101,017
+17,053
+20% +$119K ﹤0.01% 2068
2018
Q4 		$517K Buy
83,964
+65,516
+355% +$440K ﹤0.01% 2136
2018
Q3 		$135K Buy
+18,448
New +$138K ﹤0.01% 1221
2016
Q4 		– Sell
-3,007
Closed -$25K – 3199
2016
Q3 		$25K Hold
3,007
– – ﹤0.01% 2774
2016
Q2 		$25K Hold
3,007
– – ﹤0.01% 2928
2016
Q1 		$23K Hold
3,007
– – ﹤0.01% 2942
2015
Q4 		$23K Sell
3,007
-4,250
-59% -$32.6K ﹤0.01% 2869
2015
Q3 		$54K Buy
+7,257
New +$56.6K ﹤0.01% 2618
2015
Q1 		– Sell
-2,500
Closed -$22K – 2219
2014
Q4 		$22K Hold
2,500
– – ﹤0.01% 1706
2014
Q3 		$21K Sell
2,500
-1,500
-38% -$13.4K ﹤0.01% 1862
2014
Q2 		$36K Hold
4,000
– – ﹤0.01% 1565
2014
Q1 		$33K Hold
4,000
– – ﹤0.01% 1505
2013
Q4 		$32K Buy
4,000
+3,000
+300% +$24.2K ﹤0.01% 1368
2013
Q3 		$8K Hold
1,000
– – ﹤0.01% 1786
2013
Q2 		$9K Buy
+1,000
New +$9.55K ﹤0.01% 1699

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
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
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
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

Envestnet Asset Management's IGR Position: Q2 2026 in Review

Envestnet Asset Management increased its CBRE Global Real Estate Income Fund (IGR) stake by 3.9% in Q2 2026, buying an estimated $4.47K and bringing the position to 25,550 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #4731.

Envestnet Asset Management first reported a position in IGR in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.09M in Q4 2019. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Envestnet Asset Management held 25,550 shares of CBRE Global Real Estate Income Fund worth $118K as of Q2 2026.
  • Envestnet Asset Management bought 963 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $4.47K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4731 holding.
  • Envestnet Asset Management first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and has held it in 34 quarters since.
  • Envestnet Asset Management's CBRE Global Real Estate Income Fund position peaked at $1.09M in Q4 2019.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.