Focus Partners Wealth
IGR

Focus Partners Wealth’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Focus Partners Wealth’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 		$50.3K Buy
10,901
+384
+4% +$1.78K ﹤0.01% 2678
2026
Q1 		$46.2K Buy
+10,517
New +$49.4K ﹤0.01% 2585
2025
Q1 		– Sell
-38,162
Closed -$184K – 1973
2024
Q4 		$184K Buy
38,162
+7,843
+26% +$44.6K ﹤0.01% 1744
2024
Q3 		$199K Buy
+30,319
New +$179K ﹤0.01% 1465

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
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 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

Focus Partners Wealth's IGR Position: Q2 2026 in Review

Focus Partners Wealth increased its CBRE Global Real Estate Income Fund (IGR) stake by 3.7% in Q2 2026, buying an estimated $1.78K and bringing the position to 10,901 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Focus Partners Wealth first reported a position in IGR in Q3 2024 and has held it in 4 quarters since. The position peaked at $199K in Q3 2024. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Focus Partners Wealth held 10,901 shares of CBRE Global Real Estate Income Fund worth $50.3K as of Q2 2026.
  • Focus Partners Wealth bought 384 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $1.78K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2678 holding.
  • Focus Partners Wealth first reported a position in CBRE Global Real Estate Income Fund in Q3 2024 and has held it in 4 quarters since.
  • Focus Partners Wealth's CBRE Global Real Estate Income Fund position peaked at $199K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.