HWP
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
Q2 		$4.61K Hold
1,000
– – ﹤0.01% 878
2026
Q1 		$4.39K Hold
1,000
– – ﹤0.01% 767
2025
Q4 		$4.38K Hold
1,000
– – ﹤0.01% 595
2025
Q3 		$5.14K Buy
+1,000
New +$5.04K ﹤0.01% 563

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Highline Wealth Partners's IGR Position: Q2 2026 in Review

Highline Wealth Partners held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 1,000 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Highline Wealth Partners first reported a position in IGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.14K in Q3 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Highline Wealth Partners held 1,000 shares of CBRE Global Real Estate Income Fund worth $4.61K as of Q2 2026.
  • Highline Wealth Partners 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 Highline Wealth Partners's portfolio in Q2 2026, its #878 holding.
  • Highline Wealth Partners first reported a position in CBRE Global Real Estate Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's CBRE Global Real Estate Income Fund position peaked at $5.14K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.