Integrated Wealth Concepts’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Integrated Wealth Concepts’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	$5.07K	Buy	+1,100	New	+$5.11K	﹤0.01%	4959

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

Integrated Wealth Concepts's IGR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q2 2026: 1,100 shares worth $5.07K. The stake represents ﹤0.01% of the portfolio and ranks #4959 among its holdings.

124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Integrated Wealth Concepts held 1,100 shares of CBRE Global Real Estate Income Fund worth $5.07K as of Q2 2026.
CBRE Global Real Estate Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4959 holding.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.