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
40,291
– – 0.04% 90
2026
Q1 		$177K Hold
40,291
– – 0.05% 89
2025
Q4 		$176K Hold
40,291
– – 0.05% 79
2025
Q3 		$207K Hold
40,291
– – 0.07% 79
2025
Q2 		$213K Hold
40,291
– – 0.08% 77
2025
Q1 		$208K Hold
40,291
– – 0.07% 77
2024
Q4 		$208K Hold
40,291
– – 0.05% 79
2024
Q3 		$245K Hold
40,291
– – 0.07% 71
2024
Q2 		$203K Sell
40,291
-9,833
-20% -$49.5K 0.05% 68
2024
Q1 		$270K Buy
50,124
+50,119
+1,002,380% +$262K 0.08% 67
2023
Q4 		$408K Sell
5
-75,183
-100% -$344K 0.14% 66
2023
Q3 		$338K Hold
75,188
– – 0.15% 68
2023
Q2 		$393K Buy
+75,188
New +$396K 0.16% 64
2023
Q1 		– Sell
-26,170
Closed -$150K – 86
2022
Q4 		$150K Buy
26,170
+660
+3% +$3.89K 0.06% 73
2022
Q3 		$147K Buy
25,510
+549
+2% +$4.01K 0.06% 79
2022
Q2 		$181K Buy
24,961
+473
+2% +$3.79K 0.06% 78
2022
Q1 		$221K Buy
24,488
+391
+2% +$3.38K 0.07% 74
2021
Q4 		$236K Buy
+24,097
New +$220K 0.08% 91
2021
Q3 		– Sell
-23,425
Closed -$212K – 105
2021
Q2 		$212K Buy
23,425
+281
+1% +$2.36K 0.06% 88
2021
Q1 		$188K Buy
23,144
+323
+1% +$2.34K 0.04% 92
2020
Q4 		$157K Buy
22,821
+371
+2% +$2.35K 0.04% 43
2020
Q3 		$135K Buy
22,450
+379
+2% +$2.3K 0.03% 44
2020
Q2 		$130K Buy
+22,071
New +$126K 0.03% 38
2020
Q1 		– Sell
-21,347
Closed -$173K – 50
2019
Q4 		$173K Buy
+21,347
New +$169K 0.06% 49

Other funds holding IGR

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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 40,291 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. 23 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Quattro Financial Advisors held 40,291 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.
  • 23 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.