Golden State Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Golden State 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	$4.15K	Hold	300	–	–	﹤0.01%	1291
2026 Q1	$3.95K	Hold	300	–	–	﹤0.01%	1252
2025 Q4	$3.94K	Hold	300	–	–	﹤0.01%	1279
2025 Q3	$4.63K	Hold	300	–	–	﹤0.01%	1264
2025 Q2	$4.76K	Hold	300	–	–	﹤0.01%	1235
2025 Q1	$4.64K	Hold	300	–	–	﹤0.01%	1182
2024 Q4	$4.33K	Buy	+300	New	+$5.12K	﹤0.01%	1143

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

Golden State Wealth Management's IGR Position: Q2 2026 in Review

Golden State Wealth Management held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 300 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Golden State Wealth Management first reported a position in IGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.76K in Q2 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Golden State Wealth Management held 300 shares of CBRE Global Real Estate Income Fund worth $4.15K as of Q2 2026.
Golden State Wealth Management left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1291 holding.
Golden State Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's CBRE Global Real Estate Income Fund position peaked at $4.76K in Q2 2025.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.