Larson Financial Group’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Larson Financial Group’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	$28K	Hold	6,084	–	–	﹤0.01%	1819
2026 Q1	$26.7K	Buy	6,084 +84	+1%	+$395	﹤0.01%	1687
2025 Q4	$26.3K	Hold	6,000	–	–	﹤0.01%	1562
2025 Q3	$30.8K	Hold	6,000	–	–	﹤0.01%	1404
2025 Q2	$31.7K	Hold	6,000	–	–	﹤0.01%	1268
2025 Q1	$31K	Buy	6,000 +1,000	+20%	+$5.17K	﹤0.01%	1203
2024 Q4	$24.1K	Buy	+5,000	New	+$28.4K	﹤0.01%	1149

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

Larson Financial Group's IGR Position: Q2 2026 in Review

Larson Financial Group held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 6,084 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Larson Financial Group first reported a position in IGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.7K in Q2 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Larson Financial Group held 6,084 shares of CBRE Global Real Estate Income Fund worth $28K as of Q2 2026.
Larson Financial Group 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 Larson Financial Group's portfolio in Q2 2026, its #1819 holding.
Larson Financial Group first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and has held it in 7 quarters since.
Larson Financial Group's CBRE Global Real Estate Income Fund position peaked at $31.7K in Q2 2025.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

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