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

Kovack 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	$73.4K	Buy	5,318 +210	+4%	+$2.93K	﹤0.01%	1051
2026 Q1	$67.3K	Buy	5,108 +70	+1%	+$987	﹤0.01%	987
2025 Q4	$66.2K	Buy	+5,038	New	+$71.1K	﹤0.01%	996
2023 Q4	–	Sell	-4,805	Closed	-$64.9K	–	592
2023 Q3	$64.9K	Buy	4,805 +1,281	+36%	+$19.9K	0.01%	541
2023 Q2	$55.3K	Buy	+3,524	New	+$55.7K	0.01%	571

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

Kovack Advisors's IGR Position: Q2 2026 in Review

Kovack Advisors increased its CBRE Global Real Estate Income Fund (IGR) stake by 4.1% in Q2 2026, buying an estimated $2.93K and bringing the position to 5,318 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Kovack Advisors first reported a position in IGR in Q2 2023 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Kovack Advisors held 5,318 shares of CBRE Global Real Estate Income Fund worth $73.4K as of Q2 2026.
Kovack Advisors bought 210 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $2.93K.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Kovack Advisors's portfolio in Q2 2026, its #1051 holding.
Kovack Advisors first reported a position in CBRE Global Real Estate Income Fund in Q2 2023 and has held it in 5 quarters since.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.