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 Q2	$46K	Hold	10,000	–	–	0.03%	132
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Future Financial Wealth Management's IGR Position: Q2 2026 in Review

Future Financial Wealth Management held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 10,000 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #132.

Future Financial Wealth Management first reported a position in IGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $218K in Q4 2023. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Future Financial Wealth Management held 10,000 shares of CBRE Global Real Estate Income Fund worth $46K as of Q2 2026.
Future Financial Wealth Management left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
CBRE Global Real Estate Income Fund made up 0.03% of Future Financial Wealth Management's portfolio in Q2 2026, its #132 holding.
Future Financial Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2022 and has held it in 15 quarters since.
Future Financial Wealth Management's CBRE Global Real Estate Income Fund position peaked at $218K in Q4 2023.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.