Merit Financial Group
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
Q3 		$419K Buy
35,596
+15,182
+74% +$205K ﹤0.01% 1680
2026
Q2 		$282K Sell
20,414
-3,321
-14% -$46.3K ﹤0.01% 1847
2026
Q1 		$313K Sell
23,735
-2,507
-10% -$35.3K ﹤0.01% 1630
2025
Q4 		$345K Buy
26,242
+27
+0.1% +$381 ﹤0.01% 1481
2025
Q3 		$404K Sell
26,215
-15
-0.1% -$227 ﹤0.01% 1295
2025
Q2 		$416K Buy
26,230
+6,613
+34% +$99.1K ﹤0.01% 1185
2025
Q1 		$304K Buy
19,617
+12,873
+191% +$200K ﹤0.01% 1119
2024
Q4 		$97.3K Buy
6,744
+175
+3% +$2.99K ﹤0.01% 1134
2024
Q3 		$129K Buy
6,569
+110
+2% +$1.95K ﹤0.01% 806
2024
Q2 		$97.7K Buy
6,459
+234
+4% +$3.53K ﹤0.01% 894
2024
Q1 		$93.6K Sell
6,225
-10,513
-63% -$165K ﹤0.01% 843
2023
Q4 		$273K Sell
16,738
-3,059
-15% -$42K 0.01% 646
2023
Q3 		$267K Sell
19,797
-490
-2% -$7.62K 0.01% 617
2023
Q2 		$318K Buy
+20,287
New +$321K 0.01% 581

Other funds holding IGR

Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return
Rayburn West Financial Services
Rayburn West Financial Services Nashville, Tennessee $193M AUM 15.47% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Merit Financial Group's IGR Position: Q3 2026 in Review

Merit Financial Group increased its CBRE Global Real Estate Income Fund (IGR) stake by 74% in Q3 2026, buying an estimated $205K and bringing the position to 35,596 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Merit Financial Group first reported a position in IGR in Q2 2023 and has held it in 14 quarters since. 38 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

  • Merit Financial Group held 35,596 shares of CBRE Global Real Estate Income Fund worth $419K as of Q3 2026.
  • Merit Financial Group bought 15,182 CBRE Global Real Estate Income Fund shares in Q3 2026, an estimated $205K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1680 holding.
  • Merit Financial Group first reported a position in CBRE Global Real Estate Income Fund in Q2 2023 and has held it in 14 quarters since.
  • 38 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.