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 Q3	–	Sell	-3,333	Closed	-$46K	–	135
2026 Q2	$46K	Hold	3,333	–	–	0.03%	132
2026 Q1	$47.6K	Hold	3,333	–	–	0.03%	128
2025 Q4	$47.2K	Hold	3,333	–	–	0.03%	127
2025 Q3	$51.4K	Hold	3,333	–	–	0.03%	252
2025 Q2	$52.9K	Hold	3,333	–	–	0.04%	236
2025 Q1	$51.6K	Hold	3,333	–	–	0.04%	235
2024 Q4	$48.1K	Hold	3,333	–	–	0.04%	242
2024 Q3	$65.7K	Hold	3,333	–	–	0.05%	221
2024 Q2	$50.4K	Hold	3,333	–	–	0.04%	120
2024 Q1	$53.8K	Sell	3,333 -10,070	-75%	-$158K	0.04%	251
2023 Q4	$218K	Buy	13,403 +122	+0.9%	+$1.68K	0.22%	94
2023 Q3	$179K	Buy	13,281 +634	+5%	+$9.9K	0.2%	98
2023 Q2	$198K	Hold	12,647	–	–	0.21%	106
2023 Q1	$197K	Buy	12,647 +7,794	+161%	+$146K	0.22%	101
2022 Q4	$83.4K	Buy	+4,853	New	+$85.7K	0.1%	115

Other funds holding IGR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $528M AUM 17.47% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Future Financial Wealth Management's IGR Position: Q3 2026 in Review

Future Financial Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2026, closing a stake of 3,333 shares — an estimated $46K sold.

Future Financial Wealth Management first reported a position in IGR in Q4 2022 and held it in 15 quarters. The position peaked at $218K in Q4 2023. 71 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

Future Financial Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2026 after selling out during the quarter.
Future Financial Wealth Management sold 3,333 CBRE Global Real Estate Income Fund shares in Q3 2026, an estimated $46K.
Future Financial Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2022 and held it in 15 quarters.
Future Financial Wealth Management's CBRE Global Real Estate Income Fund position peaked at $218K in Q4 2023.
71 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.