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 Q1	$36.7K	Hold	8,360	–	–	0.01%	531
2025 Q4	$36.6K	Hold	8,360	–	–	0.01%	519
2025 Q3	$43K	Hold	8,360	–	–	0.02%	489
2025 Q2	$44.2K	Hold	8,360	–	–	0.02%	483
2025 Q1	$43.1K	Hold	8,360	–	–	0.02%	448
2024 Q4	$43.1K	Buy	+8,360	New	+$47.6K	0.02%	436

Other funds holding IGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Medallion Wealth Advisors's IGR Position: Q1 2026 in Review

Medallion Wealth Advisors held its CBRE Global Real Estate Income Fund (IGR) position steady in Q1 2026 at 8,360 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #531.

Medallion Wealth Advisors first reported a position in IGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.2K in Q2 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

Medallion Wealth Advisors held 8,360 shares of CBRE Global Real Estate Income Fund worth $36.7K as of Q1 2026.
Medallion Wealth Advisors left its CBRE Global Real Estate Income Fund share count unchanged in Q1 2026.
CBRE Global Real Estate Income Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #531 holding.
Medallion Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $44.2K in Q2 2025.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.