MFG
IGR

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

Merit 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 		$282K Sell
61,241
-9,965
-14% -$46.3K ﹤0.01% 1847
2026
Q1 		$313K Sell
71,206
-7,521
-10% -$35.3K ﹤0.01% 1630
2025
Q4 		$345K Buy
78,727
+81
+0.1% +$381 ﹤0.01% 1481
2025
Q3 		$404K Sell
78,646
-44
-0.1% -$222 ﹤0.01% 1295
2025
Q2 		$416K Buy
78,690
+19,838
+34% +$99.1K ﹤0.01% 1185
2025
Q1 		$304K Buy
58,852
+38,621
+191% +$200K ﹤0.01% 1119
2024
Q4 		$97.3K Buy
20,231
+523
+3% +$2.98K ﹤0.01% 1134
2024
Q3 		$129K Buy
19,708
+332
+2% +$1.96K ﹤0.01% 806
2024
Q2 		$97.7K Buy
19,376
+701
+4% +$3.53K ﹤0.01% 894
2024
Q1 		$93.6K Sell
18,675
-31,538
-63% -$165K ﹤0.01% 843
2023
Q4 		$273K Sell
50,213
-9,179
-15% -$42K 0.01% 646
2023
Q3 		$267K Sell
59,392
-1,469
-2% -$7.62K 0.01% 617
2023
Q2 		$318K Buy
+60,861
New +$321K 0.01% 581

Other funds holding IGR

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

Merit Financial Group reduced its CBRE Global Real Estate Income Fund (IGR) stake by 14% in Q2 2026, selling an estimated $46.3K and leaving 61,241 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Merit Financial Group first reported a position in IGR in Q2 2023 and has held it in 13 quarters since. The position peaked at $416K in Q2 2025. 17 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Merit Financial Group held 61,241 shares of CBRE Global Real Estate Income Fund worth $282K as of Q2 2026.
  • Merit Financial Group sold 9,965 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $46.3K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1847 holding.
  • Merit Financial Group first reported a position in CBRE Global Real Estate Income Fund in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's CBRE Global Real Estate Income Fund position peaked at $416K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.