MYIA
IGR

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
Q1 		$136K Sell
30,938
-6,200
-17% -$29.1K ﹤0.01% 1073
2025
Q4 		$163K Sell
37,138
-1,340
-3% -$6.31K 0.01% 700
2025
Q3 		$198K Buy
+38,478
New +$194K 0.01% 636

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Mount Yale Investment Advisors's IGR Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its CBRE Global Real Estate Income Fund (IGR) stake by 17% in Q1 2026, selling an estimated $29.1K and leaving 30,938 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Mount Yale Investment Advisors first reported a position in IGR in Q3 2025 and has held it in 3 quarters since. The position peaked at $198K in Q3 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Mount Yale Investment Advisors held 30,938 shares of CBRE Global Real Estate Income Fund worth $136K as of Q1 2026.
  • Mount Yale Investment Advisors sold 6,200 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $29.1K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1073 holding.
  • Mount Yale Investment Advisors first reported a position in CBRE Global Real Estate Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's CBRE Global Real Estate Income Fund position peaked at $198K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.