QFA
IGR

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

Quattro Financial 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 		$186K Hold
13,430
– – 0.04% 90
2026
Q1 		$177K Hold
13,430
– – 0.05% 89
2025
Q4 		$176K Hold
13,430
– – 0.05% 79
2025
Q3 		$207K Hold
13,430
– – 0.07% 79
2025
Q2 		$213K Hold
13,430
– – 0.08% 77
2025
Q1 		$208K Hold
13,430
– – 0.07% 77
2024
Q4 		$208K Hold
13,430
– – 0.05% 79
2024
Q3 		$245K Hold
13,430
– – 0.07% 71
2024
Q2 		$203K Sell
13,430
-3,278
-20% -$49.5K 0.05% 68
2024
Q1 		$270K Buy
16,708
+16,706
+835,300% +$262K 0.08% 67
2023
Q4 		$408K Sell
2
-25,061
-100% -$344K 0.14% 66
2023
Q3 		$338K Hold
25,063
– – 0.15% 68
2023
Q2 		$393K Buy
+25,063
New +$396K 0.16% 64
2023
Q1 		– Sell
-8,723
Closed -$150K – 86
2022
Q4 		$150K Buy
8,723
+220
+3% +$3.89K 0.06% 73
2022
Q3 		$147K Buy
8,503
+183
+2% +$4.01K 0.06% 79
2022
Q2 		$181K Buy
8,320
+157
+2% +$3.78K 0.06% 78
2022
Q1 		$221K Buy
8,163
+131
+2% +$3.4K 0.07% 74
2021
Q4 		$236K Buy
+8,032
New +$220K 0.08% 91
2021
Q3 		– Sell
-7,808
Closed -$212K – 105
2021
Q2 		$212K Buy
7,808
+93
+1% +$2.35K 0.06% 88
2021
Q1 		$188K Buy
7,715
+108
+1% +$2.34K 0.04% 92
2020
Q4 		$157K Buy
7,607
+124
+2% +$2.36K 0.04% 43
2020
Q3 		$135K Buy
7,483
+126
+2% +$2.29K 0.03% 44
2020
Q2 		$130K Buy
+7,357
New +$126K 0.03% 38
2020
Q1 		– Sell
-7,116
Closed -$173K – 50
2019
Q4 		$173K Buy
+7,116
New +$169K 0.06% 49

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

Quattro Financial Advisors's IGR Position: Q2 2026 in Review

Quattro Financial Advisors held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 13,430 shares worth $186K. The position accounts for 0.04% of the portfolio, ranked #90.

Quattro Financial Advisors first reported a position in IGR in Q4 2019 and has held it in 24 quarters since. The position peaked at $408K in Q4 2023. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Quattro Financial Advisors held 13,430 shares of CBRE Global Real Estate Income Fund worth $186K as of Q2 2026.
  • Quattro Financial Advisors left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
  • CBRE Global Real Estate Income Fund made up 0.04% of Quattro Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • Quattro Financial Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2019 and has held it in 24 quarters since.
  • Quattro Financial Advisors's CBRE Global Real Estate Income Fund position peaked at $408K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.