FTWA
IGR

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

Fifth Third 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
Q2 		$49.7K Hold
10,791
– – ﹤0.01% 986
2026
Q1 		$47.4K Hold
10,791
– – ﹤0.01% 809
2025
Q4 		$47.3K Buy
+10,791
New +$50.8K ﹤0.01% 784

Other funds holding IGR

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Fifth Third Wealth Advisors's IGR Position: Q2 2026 in Review

Fifth Third Wealth Advisors held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 10,791 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Fifth Third Wealth Advisors first reported a position in IGR in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Fifth Third Wealth Advisors held 10,791 shares of CBRE Global Real Estate Income Fund worth $49.7K as of Q2 2026.
  • Fifth Third Wealth Advisors 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 Fifth Third Wealth Advisors's portfolio in Q2 2026, its #986 holding.
  • Fifth Third Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.