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IGR

NewEdge Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

NewEdge 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 		$180K Hold
13,032
– – ﹤0.01% 2803
2026
Q1 		$172K Sell
13,032
-26
-0.2% -$367 ﹤0.01% 2636
2025
Q4 		$172K Sell
13,058
-1,089
-8% -$15.4K ﹤0.01% 2625
2025
Q3 		$218K Sell
14,147
-55
-0.4% -$832 ﹤0.01% 2369
2025
Q2 		$225K Buy
14,202
+7,839
+123% +$117K ﹤0.01% 2164
2025
Q1 		$98.5K Sell
6,363
-8
-0.1% -$124 ﹤0.01% 2296
2024
Q4 		$91.9K Hold
6,371
– – ﹤0.01% 2306
2024
Q3 		$126K Sell
6,371
-254
-4% -$4.5K ﹤0.01% 2127
2024
Q2 		$100K Hold
6,625
– – ﹤0.01% 2117
2024
Q1 		$107K Buy
6,625
+467
+8% +$7.32K ﹤0.01% 2046
2023
Q4 		$100K Sell
6,158
-815
-12% -$11.2K ﹤0.01% 1951
2023
Q3 		$94.1K Sell
6,973
-4,966
-42% -$77.2K ﹤0.01% 1853
2023
Q2 		$187K Buy
11,939
+103
+0.9% +$1.63K ﹤0.01% 1655
2023
Q1 		$188K Buy
11,836
+415
+4% +$7.76K ﹤0.01% 1563
2022
Q4 		$75.1K Buy
11,421
+4,877
+75% +$86.2K ﹤0.01% 1558
2022
Q3 		$114K Buy
+6,544
New +$143K ﹤0.01% 1436
2020
Q2 		– Sell
-3,422
Closed -$54K – 904
2020
Q1 		$54K Buy
+3,422
New +$74.9K ﹤0.01% 769

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

NewEdge Advisors's IGR Position: Q2 2026 in Review

NewEdge Advisors held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 13,032 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

NewEdge Advisors first reported a position in IGR in Q1 2020 and has held it in 17 quarters since. The position peaked at $225K in Q2 2025. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • NewEdge Advisors held 13,032 shares of CBRE Global Real Estate Income Fund worth $180K as of Q2 2026.
  • NewEdge Advisors 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 NewEdge Advisors's portfolio in Q2 2026, its #2803 holding.
  • NewEdge Advisors first reported a position in CBRE Global Real Estate Income Fund in Q1 2020 and has held it in 17 quarters since.
  • NewEdge Advisors's CBRE Global Real Estate Income Fund position peaked at $225K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

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