FFWM
IGR

Future Financial Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Future Financial Wealth 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 		$47.6K Hold
10,000
– – 0.03% 128
2025
Q4 		$47.2K Hold
10,000
– – 0.03% 127
2025
Q3 		$51.4K Hold
10,000
– – 0.03% 252
2025
Q2 		$52.9K Hold
10,000
– – 0.04% 236
2025
Q1 		$51.6K Hold
10,000
– – 0.04% 235
2024
Q4 		$48.1K Hold
10,000
– – 0.04% 242
2024
Q3 		$65.7K Hold
10,000
– – 0.05% 221
2024
Q2 		$50.4K Hold
10,000
– – 0.04% 120
2024
Q1 		$53.8K Sell
10,000
-30,210
-75% -$158K 0.04% 251
2023
Q4 		$218K Buy
40,210
+366
+0.9% +$1.68K 0.22% 94
2023
Q3 		$179K Buy
39,844
+1,903
+5% +$9.87K 0.2% 98
2023
Q2 		$198K Hold
37,941
– – 0.21% 106
2023
Q1 		$197K Buy
37,941
+23,381
+161% +$146K 0.22% 101
2022
Q4 		$83.4K Buy
+14,560
New +$85.8K 0.1% 115

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return