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

Fiduciary 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 Q2	$73.5K	Hold	5,318	–	–	0.01%	304
2026 Q1	$70K	Hold	5,318	–	–	0.01%	295
2025 Q4	$69.9K	Hold	5,318	–	–	0.01%	295
2025 Q3	$82K	Hold	5,318	–	–	0.01%	288
2025 Q2	$84.4K	Buy	5,318 +325	+7%	+$4.87K	0.01%	284
2025 Q1	$77.3K	Hold	4,993	–	–	0.01%	271
2024 Q4	$72.1K	Hold	4,993	–	–	0.01%	268
2024 Q3	$98.4K	Hold	4,993	–	–	0.01%	272
2024 Q2	$75.5K	Buy	4,993 +933	+23%	+$14.1K	0.01%	271
2024 Q1	$65.5K	Hold	4,060	–	–	0.01%	269
2023 Q4	$66.1K	Hold	4,060	–	–	0.01%	257
2023 Q3	$54.8K	Hold	4,060	–	–	0.01%	237
2023 Q2	$63.7K	Buy	4,060 +677	+20%	+$10.7K	0.01%	238
2023 Q1	$53.9K	Hold	3,383	–	–	0.01%	235
2022 Q4	$58.2K	Hold	3,383	–	–	0.01%	228
2022 Q3	$64K	Buy	+3,383	New	+$74.2K	0.01%	234

Other funds holding IGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fiduciary Group's IGR Position: Q2 2026 in Review

Fiduciary Group held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 5,318 shares worth $73.5K. The position accounts for 0.01% of the portfolio, ranked #304.

Fiduciary Group first reported a position in IGR in Q3 2022 and has held it in 16 quarters since. The position peaked at $98.4K in Q3 2024. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Fiduciary Group held 5,318 shares of CBRE Global Real Estate Income Fund worth $73.5K as of Q2 2026.
Fiduciary Group left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
CBRE Global Real Estate Income Fund made up 0.01% of Fiduciary Group's portfolio in Q2 2026, its #304 holding.
Fiduciary Group first reported a position in CBRE Global Real Estate Income Fund in Q3 2022 and has held it in 16 quarters since.
Fiduciary Group's CBRE Global Real Estate Income Fund position peaked at $98.4K in Q3 2024.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.