Mount Yale Investment Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Mount Yale Investment 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	$121K	Sell	8,746 -1,567	-15%	-$21.8K	﹤0.01%	1168
2026 Q1	$136K	Sell	10,313 -2,066	-17%	-$29.1K	﹤0.01%	1073
2025 Q4	$163K	Sell	12,379 -447	-3%	-$6.31K	0.01%	700
2025 Q3	$198K	Buy	+12,826	New	+$194K	0.01%	636

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

Mount Yale Investment Advisors's IGR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its CBRE Global Real Estate Income Fund (IGR) stake by 15% in Q2 2026, selling an estimated $21.8K and leaving 8,746 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Mount Yale Investment Advisors first reported a position in IGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $198K in Q3 2025. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Mount Yale Investment Advisors held 8,746 shares of CBRE Global Real Estate Income Fund worth $121K as of Q2 2026.
Mount Yale Investment Advisors sold 1,567 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $21.8K.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1168 holding.
Mount Yale Investment Advisors first reported a position in CBRE Global Real Estate Income Fund in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's CBRE Global Real Estate Income Fund position peaked at $198K in Q3 2025.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.