Kestra Advisory Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Kestra Advisory Services’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	$64.7K	Buy	+4,681	New	+$65.3K	﹤0.01%	3205
2026 Q1	–	Sell	-1,771	Closed	-$23.3K	–	3722
2025 Q4	$23.3K	Buy	+1,771	New	+$25K	﹤0.01%	4423
2023 Q3	–	Sell	-3,546	Closed	-$55.6K	–	2169
2023 Q2	$55.6K	Buy	+3,546	New	+$56.1K	﹤0.01%	2041
2023 Q1	–	Sell	-4,815	Closed	-$82.8K	–	2190
2022 Q4	$82.8K	Buy	+4,815	New	+$85.1K	﹤0.01%	2157
2022 Q3	–	Sell	-5,165	Closed	-$112K	–	2167
2022 Q2	$112K	Buy	+5,165	New	+$124K	﹤0.01%	1978
2020 Q4	–	Sell	-4,024	Closed	-$72K	–	1866
2020 Q3	$72K	Buy	+4,024	New	+$73.3K	﹤0.01%	1374

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

Kestra Advisory Services's IGR Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q2 2026: 4,681 shares worth $64.7K. The stake represents ﹤0.01% of the portfolio and ranks #3205 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in IGR as recently as Q4 2025.

Kestra Advisory Services first reported a position in IGR in Q3 2020 and has held it in 6 quarters since. The position peaked at $112K in Q2 2022. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Kestra Advisory Services held 4,681 shares of CBRE Global Real Estate Income Fund worth $64.7K as of Q2 2026.
CBRE Global Real Estate Income Fund was a new Kestra Advisory Services position in Q2 2026.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3205 holding.
Kestra Advisory Services first reported a position in CBRE Global Real Estate Income Fund in Q3 2020 and has held it in 6 quarters since.
Kestra Advisory Services's CBRE Global Real Estate Income Fund position peaked at $112K in Q2 2022.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.