Hazlett, Burt & Watson’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Hazlett, Burt & Watson’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	$4K	Hold	1,000	–	–	﹤0.01%	802
2025 Q4	$4K	Hold	1,000	–	–	﹤0.01%	809
2025 Q3	$5K	Hold	1,000	–	–	﹤0.01%	734
2025 Q2	$5K	Hold	1,000	–	–	﹤0.01%	669
2025 Q1	$5K	Hold	1,000	–	–	﹤0.01%	653
2024 Q4	$5K	Hold	1,000	–	–	﹤0.01%	619
2024 Q3	$7K	Hold	1,000	–	–	﹤0.01%	559
2024 Q2	$5K	Hold	1,000	–	–	﹤0.01%	590
2024 Q1	$5K	Hold	1,000	–	–	﹤0.01%	585
2023 Q4	$5K	Hold	1,000	–	–	﹤0.01%	557
2023 Q3	$5K	Hold	1,000	–	–	﹤0.01%	564
2023 Q2	$5K	Hold	1,000	–	–	﹤0.01%	557
2023 Q1	$5K	Hold	1,000	–	–	﹤0.01%	521
2022 Q4	$6K	Hold	1,000	–	–	0.01%	505
2022 Q3	$6K	Hold	1,000	–	–	0.01%	497
2022 Q2	$7K	Hold	1,000	–	–	0.01%	482
2022 Q1	$9K	Buy	+1,000	New	+$8.65K	0.01%	480

Other funds holding IGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Hazlett, Burt & Watson's IGR Position: Q1 2026 in Review

Hazlett, Burt & Watson held its CBRE Global Real Estate Income Fund (IGR) position steady in Q1 2026 at 1,000 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Hazlett, Burt & Watson first reported a position in IGR in Q1 2022 and has held it in 17 quarters since. The position peaked at $9K in Q1 2022. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

Hazlett, Burt & Watson held 1,000 shares of CBRE Global Real Estate Income Fund worth $4K as of Q1 2026.
Hazlett, Burt & Watson left its CBRE Global Real Estate Income Fund share count unchanged in Q1 2026.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #802 holding.
Hazlett, Burt & Watson first reported a position in CBRE Global Real Estate Income Fund in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's CBRE Global Real Estate Income Fund position peaked at $9K in Q1 2022.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.