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

Medallion Wealth 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	–	Sell	-2,787	Closed	-$36.7K	–	1263
2026 Q1	$36.7K	Hold	2,787	–	–	0.01%	531
2025 Q4	$36.6K	Hold	2,787	–	–	0.01%	519
2025 Q3	$43K	Hold	2,787	–	–	0.02%	489
2025 Q2	$44.2K	Hold	2,787	–	–	0.02%	483
2025 Q1	$43.1K	Hold	2,787	–	–	0.02%	448
2024 Q4	$43.1K	Buy	+2,787	New	+$47.6K	0.02%	436

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

Medallion Wealth Advisors's IGR Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2026, closing a stake of 2,787 shares — an estimated $36.7K sold.

Medallion Wealth Advisors first reported a position in IGR in Q4 2024 and held it in 6 quarters. The position peaked at $44.2K in Q2 2025. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Medallion Wealth Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 2,787 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $36.7K.
Medallion Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $44.2K in Q2 2025.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.