MAI Capital Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

MAI Capital Management’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	–	Sell	-320	Closed	-$1.4K	–	3331
2026 Q1	$1.4K	Buy	320 +12	+4%	+$56	﹤0.01%	4058
2025 Q4	$1.35K	Buy	308 +12	+4%	+$56	﹤0.01%	3536
2025 Q3	$1.52K	Sell	296 -990	-77%	-$5K	﹤0.01%	3376
2025 Q2	$6.8K	Buy	1,286 +1,010	+366%	+$5.05K	﹤0.01%	2914
2025 Q1	$1.42K	Buy	276 +9	+3%	+$47	﹤0.01%	3042
2024 Q4	$1.28K	Buy	+267	New	+$1.52K	﹤0.01%	3132

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

MAI Capital Management's IGR Position: Q2 2026 in Review

MAI Capital Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2026, closing a stake of 320 shares — an estimated $1.4K sold.

MAI Capital Management first reported a position in IGR in Q4 2024 and held it in 6 quarters. The position peaked at $6.8K in Q2 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

MAI Capital Management reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 320 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $1.4K.
MAI Capital Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's CBRE Global Real Estate Income Fund position peaked at $6.8K in Q2 2025.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.