Raymond James Financial’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Raymond James Financial’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	$1.2M	Buy	86,773 +11,225	+15%	+$156K	﹤0.01%	3861
2026 Q1	$995K	Buy	75,548 +12,522	+20%	+$177K	﹤0.01%	3845
2025 Q4	$828K	Buy	63,026 +18,793	+42%	+$265K	﹤0.01%	3905
2025 Q3	$682K	Sell	44,233 -11,295	-20%	-$171K	﹤0.01%	3930
2025 Q2	$881K	Buy	55,528 +3,717	+7%	+$55.7K	﹤0.01%	3658
2025 Q1	$802K	Sell	51,811 -2,681	-5%	-$41.6K	﹤0.01%	3642
2024 Q4	$786K	Buy	+54,492	New	+$930K	﹤0.01%	3613

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

Raymond James Financial's IGR Position: Q2 2026 in Review

Raymond James Financial increased its CBRE Global Real Estate Income Fund (IGR) stake by 15% in Q2 2026, buying an estimated $156K and bringing the position to 86,773 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3861.

Raymond James Financial first reported a position in IGR in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Raymond James Financial held 86,773 shares of CBRE Global Real Estate Income Fund worth $1.2M as of Q2 2026.
Raymond James Financial bought 11,225 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $156K.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3861 holding.
Raymond James Financial first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.