EPG
IGR

Estate Planners Group’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Estate Planners Group’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 		– Sell
-1,000
Closed -$4.38K – 218
2025
Q4 		$4.38K Buy
+1,000
New +$4.71K ﹤0.01% 349

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
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Estate Planners Group's IGR Position: Q1 2026 in Review

Estate Planners Group sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2026, closing a stake of 1,000 shares — an estimated $4.38K sold.

Estate Planners Group first reported a position in IGR in Q4 2025 and held it in 1 quarter. The position peaked at $4.38K in Q4 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Estate Planners Group reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,000 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $4.38K.
  • Estate Planners Group first reported a position in CBRE Global Real Estate Income Fund in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's CBRE Global Real Estate Income Fund position peaked at $4.38K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.