Investment Partners Asset Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Investment Partners Asset 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 Q2	$703K	Sell	152,524 -321	-0.2%	-$1.49K	0.39%	73
2026 Q1	$671K	Sell	152,845 -32,758	-18%	-$154K	0.41%	71
2025 Q4	$813K	Buy	185,603 +26,552	+17%	+$125K	0.51%	57
2025 Q3	$818K	Sell	159,051 -13,973	-8%	-$70.5K	0.54%	51
2025 Q2	$915K	Sell	173,024 -368	-0.2%	-$1.84K	0.64%	46
2025 Q1	$895K	Sell	173,392 -16,229	-9%	-$83.9K	0.7%	41
2024 Q4	$912K	Sell	189,621 -2,742	-1%	-$15.6K	0.72%	39
2024 Q3	$1.26M	Sell	192,363 -57,133	-23%	-$338K	1.04%	26
2024 Q2	$1.26M	Sell	249,496 -9,471	-4%	-$47.7K	1.12%	23
2024 Q1	$1.39M	Sell	258,967 -20,712	-7%	-$108K	1.26%	20
2023 Q4	$1.52M	Buy	+279,679	New	+$1.28M	1.51%	10

Other funds holding IGR

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

Investment Partners Asset Management's IGR Position: Q2 2026 in Review

Investment Partners Asset Management reduced its CBRE Global Real Estate Income Fund (IGR) stake by 0.21% in Q2 2026, selling an estimated $1.49K and leaving 152,524 shares worth $703K. The position accounts for 0.39% of the portfolio, ranked #73.

Investment Partners Asset Management first reported a position in IGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2023. 38 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Investment Partners Asset Management held 152,524 shares of CBRE Global Real Estate Income Fund worth $703K as of Q2 2026.
Investment Partners Asset Management sold 321 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $1.49K.
CBRE Global Real Estate Income Fund made up 0.39% of Investment Partners Asset Management's portfolio in Q2 2026, its #73 holding.
Investment Partners Asset Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's CBRE Global Real Estate Income Fund position peaked at $1.52M in Q4 2023.
38 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.