Jones Financial Companies
IGR

Jones Financial Companies’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Jones Financial Companies’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 		– Sell
-32
Closed -$133 – 5077
2026
Q1 		$133 Buy
+32
New +$150 ﹤0.01% 4624
2025
Q1 		– Sell
-276
Closed -$1.33K – 3787
2024
Q4 		$1.33K Buy
+276
New +$1.57K ﹤0.01% 3087

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

Jones Financial Companies's IGR Position: Q2 2026 in Review

Jones Financial Companies sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2026, closing a stake of 32 shares — an estimated $133 sold.

Jones Financial Companies first reported a position in IGR in Q4 2024 and held it in 2 quarters. The position peaked at $1.33K in Q4 2024. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Jones Financial Companies reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 32 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $133.
  • Jones Financial Companies first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's CBRE Global Real Estate Income Fund position peaked at $1.33K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.