EPAM
IGR

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

Evelyn Partners 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
Q1 		$12.4K Hold
2,823
– – ﹤0.01% 246
2025
Q4 		$12.4K Hold
2,823
– – ﹤0.01% 218
2025
Q3 		$14.5K Hold
2,823
– – ﹤0.01% 208
2025
Q2 		$14.9K Hold
2,823
– – ﹤0.01% 185
2025
Q1 		$14.6K Hold
2,823
– – ﹤0.01% 193
2024
Q4 		$13.6K Buy
+2,823
New +$16.1K ﹤0.01% 194

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

Evelyn Partners Asset Management's IGR Position: Q1 2026 in Review

Evelyn Partners Asset Management held its CBRE Global Real Estate Income Fund (IGR) position steady in Q1 2026 at 2,823 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Evelyn Partners Asset Management first reported a position in IGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.9K in Q2 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Evelyn Partners Asset Management held 2,823 shares of CBRE Global Real Estate Income Fund worth $12.4K as of Q1 2026.
  • Evelyn Partners Asset Management left its CBRE Global Real Estate Income Fund share count unchanged in Q1 2026.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #246 holding.
  • Evelyn Partners Asset Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's CBRE Global Real Estate Income Fund position peaked at $14.9K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.