PWPS
IGR

Pinnacle Wealth Planning Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Pinnacle Wealth Planning 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 		$69.8K Sell
5,044
-2
-0% -$28 0.01% 1069
2026
Q1 		$66.5K Sell
5,046
-1,896
-27% -$26.7K 0.01% 1034
2025
Q4 		$91.2K Buy
+6,942
New +$98K 0.01% 836
2024
Q4 		– Sell
-7,269
Closed -$143K – 473
2024
Q3 		$143K Sell
7,269
-3,046
-30% -$54K 0.02% 487
2024
Q2 		$156K Buy
10,315
+1,068
+12% +$16.1K 0.02% 447
2024
Q1 		$149K Buy
9,247
+990
+12% +$15.5K 0.02% 455
2023
Q4 		$135K Sell
8,257
-165
-2% -$2.27K 0.02% 438
2023
Q3 		$114K Buy
8,422
+799
+10% +$12.4K 0.02% 407
2023
Q2 		$120K Buy
7,623
+957
+14% +$15.1K 0.02% 416
2023
Q1 		$106K Buy
6,666
+26
+0.4% +$486 0.02% 433
2022
Q4 		$114K Sell
6,640
-1,368
-17% -$24.2K 0.02% 393
2022
Q3 		$139K Sell
8,008
-12
-0.1% -$263 0.03% 348
2022
Q2 		$175K Sell
8,020
-740
-8% -$17.8K 0.03% 359
2022
Q1 		$238K Buy
8,760
+154
+2% +$4K 0.04% 327
2021
Q4 		$253K Sell
8,606
-272
-3% -$7.44K 0.05% 296
2021
Q3 		$223K Buy
8,878
+155
+2% +$4.18K 0.05% 304
2021
Q2 		$231K Sell
8,723
-319
-4% -$8.04K 0.05% 287
2021
Q1 		$212K Buy
9,042
+226
+3% +$4.9K 0.05% 290
2020
Q4 		$182K Buy
8,816
+444
+5% +$8.46K 0.04% 304
2020
Q3 		$150K Sell
8,372
-544
-6% -$9.91K 0.05% 249
2020
Q2 		$160K Buy
8,916
+1,904
+27% +$32.6K 0.05% 238
2020
Q1 		$110K Buy
7,012
+1,715
+32% +$37.5K 0.05% 211
2019
Q4 		$127K Buy
5,297
+1,403
+36% +$33.4K 0.06% 233
2019
Q3 		$92K Sell
3,894
-6
-0.2% -$138 0.05% 199
2019
Q2 		$88K Buy
+3,900
New +$86.8K 0.05% 173

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

Pinnacle Wealth Planning Services's IGR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its CBRE Global Real Estate Income Fund (IGR) stake by 0.04% in Q2 2026, selling an estimated $28 and leaving 5,044 shares worth $69.8K. The position accounts for 0.01% of the portfolio, ranked #1069.

Pinnacle Wealth Planning Services first reported a position in IGR in Q2 2019 and has held it in 25 quarters since. The position peaked at $253K in Q4 2021. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,044 shares of CBRE Global Real Estate Income Fund worth $69.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $28.
  • CBRE Global Real Estate Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1069 holding.
  • Pinnacle Wealth Planning Services first reported a position in CBRE Global Real Estate Income Fund in Q2 2019 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's CBRE Global Real Estate Income Fund position peaked at $253K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.