NWF Advisory Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

NWF Advisory Services’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	$317K	Sell	68,800 -13,500	-16%	-$62.7K	0.03%	303
2026 Q1	$361K	Buy	82,300 +20,000	+32%	+$94K	0.04%	257
2025 Q4	$273K	Buy	62,300 +9,100	+17%	+$42.8K	0.03%	305
2025 Q3	$273K	Sell	53,200 -220,300	-81%	-$1.11M	0.03%	310
2025 Q2	$1.45M	Sell	273,500 -2,600	-0.9%	-$13K	0.17%	99
2025 Q1	$1.42M	Buy	+276,100	New	+$1.43M	0.2%	90
2024 Q4	–	Sell	-247,900	Closed	-$1.63M	–	355
2024 Q3	$1.63M	Sell	247,900 -3,700	-1%	-$21.9K	0.24%	78
2024 Q2	$1.27M	Sell	251,600 -14,500	-5%	-$73K	0.2%	84
2024 Q1	$1.43M	Buy	266,100 +2,354	+0.9%	+$12.3K	0.24%	78
2023 Q4	$1.43M	Sell	263,746 -900	-0.3%	-$4.12K	0.29%	66
2023 Q3	$1.19M	Buy	264,646 +34,500	+15%	+$179K	0.28%	70
2023 Q2	$1.2M	Hold	230,146	–	–	0.28%	71
2023 Q1	$1.2M	Buy	+230,146	New	+$1.43M	0.28%	71

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

NWF Advisory Services's IGR Position: Q2 2026 in Review

NWF Advisory Services reduced its CBRE Global Real Estate Income Fund (IGR) stake by 16% in Q2 2026, selling an estimated $62.7K and leaving 68,800 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #303.

NWF Advisory Services first reported a position in IGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.63M in Q3 2024. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

NWF Advisory Services held 68,800 shares of CBRE Global Real Estate Income Fund worth $317K as of Q2 2026.
NWF Advisory Services sold 13,500 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $62.7K.
CBRE Global Real Estate Income Fund made up 0.03% of NWF Advisory Services's portfolio in Q2 2026, its #303 holding.
NWF Advisory Services first reported a position in CBRE Global Real Estate Income Fund in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's CBRE Global Real Estate Income Fund position peaked at $1.63M in Q3 2024.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.