FHA
IGR

Flagship Harbor Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Flagship Harbor 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 		$10.7M Buy
2,327,200
+92,847
+4% +$431K 0.41% 55
2026
Q1 		$9.81M Buy
2,234,353
+252,781
+13% +$1.19M 0.43% 50
2025
Q4 		$8.68M Buy
1,981,572
+16,466
+0.8% +$77.5K 0.41% 56
2025
Q3 		$10.1M Buy
1,965,106
+48,910
+3% +$247K 0.44% 48
2025
Q2 		$10.1M Buy
1,916,196
+61,914
+3% +$309K 0.48% 41
2025
Q1 		$9.57M Buy
1,854,282
+643,929
+53% +$3.33M 0.5% 42
2024
Q4 		$5.82M Sell
1,210,353
-374,954
-24% -$2.13M 0.31% 64
2024
Q3 		$10.4M Buy
1,585,307
+27,271
+2% +$161K 0.57% 35
2024
Q2 		$7.85M Buy
1,558,036
+100,621
+7% +$506K 0.47% 44
2024
Q1 		$7.84M Buy
1,457,415
+149,630
+11% +$782K 0.5% 41
2023
Q4 		$7.1M Buy
1,307,785
+164,157
+14% +$752K 0.52% 38
2023
Q3 		$5.15M Buy
1,143,628
+59,780
+6% +$310K 0.43% 50
2023
Q2 		$5.67M Buy
1,083,848
+452,345
+72% +$2.38M 0.47% 47
2023
Q1 		$3.35M Buy
631,503
+17,832
+3% +$111K 0.32% 79
2022
Q4 		$3.52M Buy
613,671
+19,875
+3% +$117K 0.36% 69
2022
Q3 		$3.43M Sell
593,796
-3,047
-0.5% -$22.3K 0.4% 61
2022
Q2 		$4.33M Buy
596,843
+18,484
+3% +$148K 0.49% 43
2022
Q1 		$5.23M Buy
578,359
+31,369
+6% +$271K 0.5% 38
2021
Q4 		$5.36M Buy
546,990
+25,637
+5% +$234K 0.51% 37
2021
Q3 		$4.59M Hold
521,353
– – 0.49% 42
2021
Q2 		$4.59M Buy
521,353
+31,681
+6% +$266K 0.49% 42
2021
Q1 		$3.82M Buy
489,672
+76,489
+19% +$553K 0.43% 50
2020
Q4 		$2.84M Buy
413,183
+5,703
+1% +$36.2K 0.35% 67
2020
Q3 		$2.44M Buy
407,480
+35,061
+9% +$213K 0.33% 63
2020
Q2 		$2.22M Buy
372,419
+11,694
+3% +$66.8K 0.33% 60
2020
Q1 		$1.89M Buy
360,725
+13,879
+4% +$101K 0.38% 52
2019
Q4 		$2.78M Buy
346,846
+5,015
+1% +$39.7K 0.49% 41
2019
Q3 		$2.7M Buy
341,831
+2,152
+0.6% +$16.4K 0.53% 36
2019
Q2 		$2.54M Buy
339,679
+4,057
+1% +$30.1K 0.53% 38
2019
Q1 		$2.51M Buy
335,622
+10,661
+3% +$74.7K 0.52% 39
2018
Q4 		$2M Buy
324,961
+13,760
+4% +$92.4K 0.49% 45
2018
Q3 		$2.3M Sell
311,201
-545
-0.2% -$4.09K 0.43% 52
2018
Q2 		$2.35M Buy
311,746
+34,204
+12% +$254K 0.47% 45
2018
Q1 		$2.01M Buy
277,542
+26,166
+10% +$197K 0.6% 46
2017
Q4 		$1.99M Buy
251,376
+11,245
+5% +$88K 0.57% 44
2017
Q3 		$1.91M Buy
240,131
+15,455
+7% +$120K 0.62% 39
2017
Q2 		$1.72M Buy
224,676
+18,356
+9% +$140K 0.6% 41
2017
Q1 		$1.56M Buy
206,320
+10,425
+5% +$77.7K 0.6% 43
2016
Q4 		$1.45M Buy
+195,895
New +$1.47M 0.63% 41

Other funds holding IGR

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
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
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Flagship Harbor Advisors's IGR Position: Q2 2026 in Review

Flagship Harbor Advisors increased its CBRE Global Real Estate Income Fund (IGR) stake by 4.2% in Q2 2026, buying an estimated $431K and bringing the position to 2,327,200 shares worth $10.7M. The position accounts for 0.41% of the portfolio, ranked #55.

Flagship Harbor Advisors first reported a position in IGR in Q4 2016 and has held it in 39 quarters since. 53 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Flagship Harbor Advisors held 2,327,200 shares of CBRE Global Real Estate Income Fund worth $10.7M as of Q2 2026.
  • Flagship Harbor Advisors bought 92,847 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $431K.
  • CBRE Global Real Estate Income Fund made up 0.41% of Flagship Harbor Advisors's portfolio in Q2 2026, its #55 holding.
  • Flagship Harbor Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2016 and has held it in 39 quarters since.
  • 53 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.