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

Kestra Private Wealth 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	$85.3K	Hold	18,500	–	–	﹤0.01%	1752
2026 Q1	$81.2K	Sell	18,500 -468	-2%	-$2.2K	﹤0.01%	1700
2025 Q4	$83.1K	Sell	18,968 -24,184	-56%	-$114K	﹤0.01%	1665
2025 Q3	$222K	Buy	43,152 +18,552	+75%	+$93.6K	﹤0.01%	1518
2025 Q2	$130K	Hold	24,600	–	–	﹤0.01%	1544
2025 Q1	$127K	Hold	24,600	–	–	﹤0.01%	1436
2024 Q4	$118K	Buy	+24,600	New	+$140K	﹤0.01%	1361
2021 Q1	–	Sell	-10,049	Closed	-$69K	–	825
2020 Q4	$69K	Buy	+10,049	New	+$63.8K	0.01%	722

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 Private Wealth Services's IGR Position: Q2 2026 in Review

Kestra Private Wealth Services held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 18,500 shares worth $85.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Kestra Private Wealth Services first reported a position in IGR in Q4 2020 and has held it in 8 quarters since. The position peaked at $222K in Q3 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Kestra Private Wealth Services held 18,500 shares of CBRE Global Real Estate Income Fund worth $85.3K as of Q2 2026.
Kestra Private Wealth Services left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1752 holding.
Kestra Private Wealth Services first reported a position in CBRE Global Real Estate Income Fund in Q4 2020 and has held it in 8 quarters since.
Kestra Private Wealth Services's CBRE Global Real Estate Income Fund position peaked at $222K in Q3 2025.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

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