LPL Financial
IGR

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

LPL Financial’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 		$5.43M Buy
392,904
+15,021
+4% +$209K ﹤0.01% 2719
2026
Q1 		$4.98M Buy
377,883
+7,238
+2% +$102K ﹤0.01% 2627
2025
Q4 		$4.87M Buy
370,645
+11,861
+3% +$167K ﹤0.01% 2555
2025
Q3 		$5.53M Buy
358,784
+44,273
+14% +$670K ﹤0.01% 2371
2025
Q2 		$4.99M Buy
314,511
+31,571
+11% +$473K ﹤0.01% 2309
2025
Q1 		$4.38M Buy
282,940
+23,248
+9% +$360K ﹤0.01% 2257
2024
Q4 		$3.75M Sell
259,692
-18,082
-7% -$309K ﹤0.01% 2311
2024
Q3 		$5.47M Buy
277,774
+10,895
+4% +$193K ﹤0.01% 1920
2024
Q2 		$4.04M Buy
266,879
+110,786
+71% +$1.67M ﹤0.01% 2026
2024
Q1 		$2.52M Buy
156,093
+12,537
+9% +$197K ﹤0.01% 2336
2023
Q4 		$2.34M Buy
143,556
+12,440
+9% +$171K ﹤0.01% 2287
2023
Q3 		$1.77M Buy
131,116
+25,142
+24% +$391K ﹤0.01% 2400
2023
Q2 		$1.66M Buy
105,974
+1,634
+2% +$25.8K ﹤0.01% 2413
2023
Q1 		$1.66M Sell
104,340
-29,250
-22% -$547K ﹤0.01% 2302
2022
Q4 		$2.3M Buy
133,590
+27,761
+26% +$490K ﹤0.01% 1972
2022
Q3 		$1.83M Buy
105,829
+14,544
+16% +$319K ﹤0.01% 2056
2022
Q2 		$1.99M Sell
91,285
-222
-0.2% -$5.34K ﹤0.01% 2036
2022
Q1 		$2.48M Buy
91,507
+1,554
+2% +$40.3K ﹤0.01% 1884
2021
Q4 		$2.64M Buy
89,953
+6,476
+8% +$177K ﹤0.01% 1882
2021
Q3 		$2.09M Sell
83,477
-5,182
-6% -$140K ﹤0.01% 2007
2021
Q2 		$2.34M Sell
88,659
-227
-0.3% -$5.72K ﹤0.01% 1845
2021
Q1 		$2.08M Buy
88,886
+6,106
+7% +$132K ﹤0.01% 1807
2020
Q4 		$1.71M Buy
82,780
+6,386
+8% +$122K ﹤0.01% 1778
2020
Q3 		$1.37M Sell
76,394
-3,130
-4% -$57K ﹤0.01% 1692
2020
Q2 		$1.42M Buy
79,524
+1,028
+1% +$17.6K ﹤0.01% 1573
2020
Q1 		$1.23M Buy
78,496
+3,453
+5% +$75.5K ﹤0.01% 1479
2019
Q4 		$1.81M Buy
75,043
+7,715
+11% +$183K ﹤0.01% 1421
2019
Q3 		$1.6M Buy
67,328
+4,996
+8% +$115K ﹤0.01% 1405
2019
Q2 		$1.4M Buy
62,332
+541
+0.9% +$12K ﹤0.01% 1482
2019
Q1 		$1.38M Sell
61,791
-1,637
-3% -$34.4K ﹤0.01% 1432
2018
Q4 		$1.17M Sell
63,428
-2,733
-4% -$55.1K ﹤0.01% 1409
2018
Q3 		$1.45M Sell
66,161
-769
-1% -$17.3K ﹤0.01% 1395
2018
Q2 		$1.51M Buy
66,930
+254
+0.4% +$5.65K ﹤0.01% 1331
2018
Q1 		$1.46M Sell
66,676
-351
-0.5% -$7.93K ﹤0.01% 1328
2017
Q4 		$1.59M Buy
67,027
+1,618
+2% +$38K ﹤0.01% 1216
2017
Q3 		$1.55M Sell
65,409
-1,979
-3% -$46.2K 0.01% 1134
2017
Q2 		$1.56M Sell
67,388
-73,106
-52% -$1.67M 0.01% 1087
2017
Q1 		$3.16M Buy
140,494
+3,591
+3% +$80.3K 0.02% 612
2016
Q4 		$3.03M Buy
136,903
+43,039
+46% +$968K 0.02% 595
2016
Q3 		$2.35M Buy
93,864
+1,945
+2% +$49.1K 0.02% 691
2016
Q2 		$2.22M Sell
91,919
-129,931
-59% -$3.07M 0.02% 713
2016
Q1 		$5.07M Sell
221,850
-33,873
-13% -$735K 0.01% 707
2015
Q4 		$5.82M Buy
255,723
+116,666
+84% +$2.68M 0.02% 648
2015
Q3 		$3.17M Sell
139,057
-22,719
-14% -$531K 0.02% 631
2015
Q2 		$3.89M Sell
161,776
-5,623
-3% -$144K 0.02% 611
2015
Q1 		$4.51M Sell
167,399
-6,760
-4% -$185K 0.02% 565
2014
Q4 		$4.7M Sell
174,159
-6,427
-4% -$168K 0.03% 512
2014
Q3 		$4.53M Buy
180,586
+9,016
+5% +$241K 0.03% 498
2014
Q2 		$4.69M Buy
171,570
+7,524
+5% +$197K 0.03% 496
2014
Q1 		$4.11M Buy
164,046
+91
+0.1% +$2.24K 0.03% 515
2013
Q4 		$3.9M Sell
163,955
-2,278
-1% -$55.1K 0.02% 524
2013
Q3 		$4.06M Sell
166,233
-34,079
-17% -$855K 0.03% 487
2013
Q2 		$5.42M Buy
+200,312
New +$5.74M 0.04% 354

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
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Vinva Investment Management
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
Flagship Harbor Advisors
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

LPL Financial's IGR Position: Q2 2026 in Review

LPL Financial increased its CBRE Global Real Estate Income Fund (IGR) stake by 4% in Q2 2026, buying an estimated $209K and bringing the position to 392,904 shares worth $5.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

LPL Financial first reported a position in IGR in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.82M in Q4 2015. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • LPL Financial held 392,904 shares of CBRE Global Real Estate Income Fund worth $5.43M as of Q2 2026.
  • LPL Financial bought 15,021 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $209K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2719 holding.
  • LPL Financial first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's CBRE Global Real Estate Income Fund position peaked at $5.82M in Q4 2015.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.