EWA
IGR

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

EP Wealth 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 		$155K Sell
35,249
-1,422
-4% -$6.68K ﹤0.01% 1428
2025
Q4 		$161K Buy
+36,671
New +$173K ﹤0.01% 1414
2025
Q2 		$186K Hold
35,249
– – ﹤0.01% 1273
2025
Q1 		$182K Hold
35,249
– – ﹤0.01% 1158
2024
Q4 		$170K Hold
35,249
– – ﹤0.01% 1116
2024
Q3 		$232K Hold
35,249
– – ﹤0.01% 975
2024
Q2 		$178K Hold
35,249
– – ﹤0.01% 773
2024
Q1 		$190K Hold
35,249
– – ﹤0.01% 744
2023
Q4 		$191K Sell
35,249
-5,500
-13% -$25.2K ﹤0.01% 726
2023
Q3 		$183K Buy
40,749
+24,714
+154% +$128K ﹤0.01% 677
2023
Q2 		$206K Buy
+16,035
New +$84.5K ﹤0.01% 648
2023
Q1 		– Sell
-16,454
Closed -$94.3K – 666
2022
Q4 		$94.3K Hold
16,454
– – ﹤0.01% 601
2022
Q3 		$95K Hold
16,454
– – ﹤0.01% 322
2022
Q2 		$119K Hold
16,454
– – ﹤0.01% 624
2022
Q1 		$149K Buy
+16,454
New +$142K ﹤0.01% 597

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 $2.27B AUM 18.34% 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