Highline Wealth Partners
IGR

Highline Wealth Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Highline Wealth Partners’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 		$3.92K Hold
333
– – ﹤0.01% 981
2026
Q2 		$4.61K Hold
333
– – ﹤0.01% 878
2026
Q1 		$4.39K Hold
333
– – ﹤0.01% 767
2025
Q4 		$4.38K Hold
333
– – ﹤0.01% 595
2025
Q3 		$5.14K Buy
+333
New +$5.04K ﹤0.01% 563

Other funds holding IGR

Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return
Rayburn West Financial Services
Rayburn West Financial Services Nashville, Tennessee $193M AUM 15.47% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Highline Wealth Partners's IGR Position: Q3 2026 in Review

Highline Wealth Partners held its CBRE Global Real Estate Income Fund (IGR) position steady in Q3 2026 at 333 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Highline Wealth Partners first reported a position in IGR in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.14K in Q3 2025. 34 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

  • Highline Wealth Partners held 333 shares of CBRE Global Real Estate Income Fund worth $3.92K as of Q3 2026.
  • Highline Wealth Partners left its CBRE Global Real Estate Income Fund share count unchanged in Q3 2026.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #981 holding.
  • Highline Wealth Partners first reported a position in CBRE Global Real Estate Income Fund in Q3 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's CBRE Global Real Estate Income Fund position peaked at $5.14K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.