NWM
IGR

Nova Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Nova Wealth Management’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 		$36.4K Hold
7,897
– – 0.02% 258
2026
Q1 		$34.7K Hold
7,897
– – 0.02% 243
2025
Q4 		$34.6K Hold
7,897
– – 0.02% 233
2025
Q3 		$40.6K Hold
7,897
– – 0.03% 220
2025
Q2 		$41.8K Hold
7,897
– – 0.03% 226
2025
Q1 		$40.7K Hold
7,897
– – 0.04% 218
2024
Q4 		$38K Buy
+7,897
New +$44.9K 0.03% 187

Other funds holding IGR

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Nova Wealth Management's IGR Position: Q2 2026 in Review

Nova Wealth Management held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 7,897 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #258.

Nova Wealth Management first reported a position in IGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.8K in Q2 2025. 12 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Nova Wealth Management held 7,897 shares of CBRE Global Real Estate Income Fund worth $36.4K as of Q2 2026.
  • Nova Wealth Management left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
  • CBRE Global Real Estate Income Fund made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Nova Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's CBRE Global Real Estate Income Fund position peaked at $41.8K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.