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
Q1 		$66.5K Sell
15,138
-5,687
-27% -$26.7K 0.01% 1034
2025
Q4 		$91.2K Buy
+20,825
New +$98K 0.01% 836
2024
Q4 		– Sell
-21,806
Closed -$143K – 473
2024
Q3 		$143K Sell
21,806
-9,140
-30% -$54K 0.02% 487
2024
Q2 		$156K Buy
30,946
+3,204
+12% +$16.1K 0.02% 447
2024
Q1 		$149K Buy
27,742
+2,972
+12% +$15.5K 0.02% 455
2023
Q4 		$135K Sell
24,770
-496
-2% -$2.27K 0.02% 438
2023
Q3 		$114K Buy
25,266
+2,396
+10% +$12.4K 0.02% 407
2023
Q2 		$120K Buy
22,870
+2,871
+14% +$15.1K 0.02% 416
2023
Q1 		$106K Buy
19,999
+79
+0.4% +$492 0.02% 433
2022
Q4 		$114K Sell
19,920
-4,104
-17% -$24.2K 0.02% 393
2022
Q3 		$139K Sell
24,024
-36
-0.1% -$263 0.03% 348
2022
Q2 		$175K Sell
24,060
-2,220
-8% -$17.8K 0.03% 359
2022
Q1 		$238K Buy
26,280
+461
+2% +$3.99K 0.04% 327
2021
Q4 		$253K Sell
25,819
-816
-3% -$7.44K 0.05% 296
2021
Q3 		$223K Buy
26,635
+467
+2% +$4.19K 0.05% 304
2021
Q2 		$231K Sell
26,168
-958
-4% -$8.05K 0.05% 287
2021
Q1 		$212K Buy
27,126
+679
+3% +$4.91K 0.05% 290
2020
Q4 		$182K Buy
26,447
+1,332
+5% +$8.46K 0.04% 304
2020
Q3 		$150K Sell
25,115
-1,632
-6% -$9.91K 0.05% 249
2020
Q2 		$160K Buy
26,747
+5,711
+27% +$32.6K 0.05% 238
2020
Q1 		$110K Buy
21,036
+5,145
+32% +$37.5K 0.05% 211
2019
Q4 		$127K Buy
15,891
+4,208
+36% +$33.4K 0.06% 233
2019
Q3 		$92K Sell
11,683
-17
-0.1% -$130 0.05% 199
2019
Q2 		$88K Buy
+11,700
New +$86.8K 0.05% 173

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Pinnacle Wealth Planning Services's IGR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its CBRE Global Real Estate Income Fund (IGR) stake by 27% in Q1 2026, selling an estimated $26.7K and leaving 15,138 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #1034.

Pinnacle Wealth Planning Services first reported a position in IGR in Q2 2019 and has held it in 24 quarters since. The position peaked at $253K in Q4 2021. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 15,138 shares of CBRE Global Real Estate Income Fund worth $66.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 5,687 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $26.7K.
  • CBRE Global Real Estate Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1034 holding.
  • Pinnacle Wealth Planning Services first reported a position in CBRE Global Real Estate Income Fund in Q2 2019 and has held it in 24 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 Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.