IWM
IGR

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

IHT 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
Q1 		$408K Hold
92,978
– – 0.01% 900
2025
Q4 		$407K Sell
92,978
-4,511
-5% -$21.2K 0.01% 850
2025
Q3 		$501K Hold
97,489
– – 0.01% 741
2025
Q2 		$516K Sell
97,489
-945
-1% -$4.72K 0.01% 694
2025
Q1 		$508K Buy
98,434
+147
+0.1% +$760 0.02% 665
2024
Q4 		$473K Sell
98,287
-66,287
-40% -$377K 0.02% 703
2024
Q3 		$1.07M Buy
164,574
+65,539
+66% +$387K 0.03% 483
2024
Q2 		$499K Buy
99,035
+139
+0.1% +$699 0.02% 639
2024
Q1 		$532K Buy
98,896
+22,669
+30% +$119K 0.02% 609
2023
Q4 		$414K Sell
76,227
-256
-0.3% -$1.17K 0.02% 662
2023
Q3 		$344K Buy
76,483
+45,965
+151% +$238K 0.02% 674
2023
Q2 		$160K Sell
30,518
-358
-1% -$1.89K 0.01% 904
2023
Q1 		$164K Buy
30,876
+92
+0.3% +$573 0.01% 875
2022
Q4 		$176K Buy
30,784
+91
+0.3% +$536 0.01% 831
2022
Q3 		$177K Sell
30,693
-2,905
-9% -$21.2K 0.01% 791
2022
Q2 		$244K Hold
33,598
– – 0.02% 598
2022
Q1 		$304K Hold
33,598
– – 0.02% 567
2021
Q4 		$329K Buy
33,598
+969
+3% +$8.83K 0.02% 569
2021
Q3 		$273K Sell
32,629
-12,090
-27% -$109K 0.02% 626
2021
Q2 		$394K Buy
44,719
+31
+0.1% +$261 0.03% 617
2021
Q1 		$349K Sell
44,688
-465
-1% -$3.36K 0.03% 579
2020
Q4 		$311K Buy
45,153
+40
+0.1% +$254 0.03% 550
2020
Q3 		$270K Buy
45,113
+12,943
+40% +$78.6K 0.03% 511
2020
Q2 		$192K Sell
32,170
-78,961
-71% -$451K 0.03% 532
2020
Q1 		$582K Buy
111,131
+635
+0.6% +$4.63K 0.08% 260
2019
Q4 		$886K Buy
110,496
+4,628
+4% +$36.7K 0.1% 223
2019
Q3 		$834K Buy
105,868
+19,430
+22% +$148K 0.11% 216
2019
Q2 		$652K Buy
86,438
+61,530
+247% +$457K 0.09% 236
2019
Q1 		$186K Buy
24,908
+11,500
+86% +$80.5K 0.03% 470
2018
Q4 		$83K Buy
+13,408
New +$90K 0.02% 456

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IHT Wealth Management's IGR Position: Q1 2026 in Review

IHT Wealth Management held its CBRE Global Real Estate Income Fund (IGR) position steady in Q1 2026 at 92,978 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #900.

IHT Wealth Management first reported a position in IGR in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.07M in Q3 2024. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • IHT Wealth Management held 92,978 shares of CBRE Global Real Estate Income Fund worth $408K as of Q1 2026.
  • IHT Wealth Management 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 IHT Wealth Management's portfolio in Q1 2026, its #900 holding.
  • IHT Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2018 and has held it in 30 quarters since.
  • IHT Wealth Management's CBRE Global Real Estate Income Fund position peaked at $1.07M in Q3 2024.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.