JFS Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

JFS Wealth Advisors’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	$14	Buy	+1	New	+$14	﹤0.01%	2246

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

JFS Wealth Advisors's IGR Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q2 2026: 1 share worth $14. The stake represents ﹤0.01% of the portfolio and ranks #2246 among its holdings.

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

JFS Wealth Advisors held 1 share of CBRE Global Real Estate Income Fund worth $14 as of Q2 2026.
CBRE Global Real Estate Income Fund was a new JFS Wealth Advisors position in Q2 2026.
CBRE Global Real Estate Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2246 holding.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.