NFG
IGR

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

Nations 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 		$66.4K Hold
14,411
– – ﹤0.01% 782
2026
Q1 		$63.3K Hold
14,411
– – ﹤0.01% 764
2025
Q4 		$63.1K Hold
14,411
– – ﹤0.01% 743
2025
Q3 		$74.1K Sell
14,411
-25
-0.2% -$126 ﹤0.01% 705
2025
Q2 		$76.4K Hold
14,436
– – 0.01% 673
2025
Q1 		$74.5K Hold
14,436
– – 0.01% 647
2024
Q4 		$69.4K Sell
14,436
-313
-2% -$1.78K 0.01% 658
2024
Q3 		$96.9K Buy
14,749
+10
+0.1% +$59 0.01% 657
2024
Q2 		$74.3K Sell
14,739
-1,396
-9% -$7.03K 0.01% 620
2024
Q1 		$86.8K Buy
16,135
+11
+0.1% +$58 0.01% 613
2023
Q4 		$87.6K Buy
16,124
+1,419
+10% +$6.5K 0.01% 607
2023
Q3 		$66.2K Sell
14,705
-2,790
-16% -$14.5K 0.01% 602
2023
Q2 		$91.5K Buy
17,495
+9
+0.1% +$47 0.01% 602
2023
Q1 		$92.9K Buy
17,486
+8
+0% +$50 0.01% 601
2022
Q4 		$100K Buy
17,478
+3,919
+29% +$23.1K 0.01% 584
2022
Q3 		$78K Buy
13,559
+7
+0.1% +$51 0.01% 524
2022
Q2 		$98K Buy
13,552
+6
+0% +$48 0.01% 517
2022
Q1 		$122K Buy
13,546
+4
+0% +$35 0.01% 510
2021
Q4 		$133K Buy
13,542
+4
+0% +$36 0.02% 464
2021
Q3 		$113K Buy
13,538
+4
+0% +$36 0.02% 429
2021
Q2 		$119K Buy
13,534
+4
+0% +$34 0.02% 396
2021
Q1 		$106K Buy
13,530
+5
+0% +$36 0.02% 342
2020
Q4 		$93K Buy
13,525
+5
+0% +$32 0.02% 314
2020
Q3 		$81K Buy
13,520
+5
+0% +$30 0.03% 283
2020
Q2 		$81K Buy
13,515
+6
+0% +$34 0.03% 260
2020
Q1 		$71K Buy
13,509
+4
+0% +$29 0.03% 249
2019
Q4 		$108K Buy
13,505
+3
+0% +$24 0.04% 280
2019
Q3 		$108K Buy
13,502
+5
+0% +$38 0.04% 282
2019
Q2 		$101K Buy
13,497
+4
+0% +$30 0.07% 171
2019
Q1 		$101K Buy
13,493
+4
+0% +$28 0.07% 168
2018
Q4 		$83K Buy
13,489
+4
+0% +$27 0.07% 160
2018
Q3 		$98K Buy
13,485
+3
+0% +$22 0.07% 163
2018
Q2 		$102K Buy
13,482
+504
+4% +$3.74K 0.09% 156
2018
Q1 		$95K Buy
12,978
+3
+0% +$23 0.09% 148
2017
Q4 		$103K Buy
12,975
+804
+7% +$6.29K 0.09% 144
2017
Q3 		$96K Buy
12,171
+3
+0% +$23 0.09% 142
2017
Q2 		$94K Buy
12,168
+3
+0% +$23 0.08% 168
2017
Q1 		$91K Buy
+12,165
New +$90.7K 0.09% 149

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Nations Financial Group held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 14,411 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Nations Financial Group first reported a position in IGR in Q1 2017 and has held it in 38 quarters since. The position peaked at $133K in Q4 2021. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Nations Financial Group held 14,411 shares of CBRE Global Real Estate Income Fund worth $66.4K as of Q2 2026.
  • Nations Financial Group left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Nations Financial Group's portfolio in Q2 2026, its #782 holding.
  • Nations Financial Group first reported a position in CBRE Global Real Estate Income Fund in Q1 2017 and has held it in 38 quarters since.
  • Nations Financial Group's CBRE Global Real Estate Income Fund position peaked at $133K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.