Samalin Investment Counsel’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Samalin Investment Counsel’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	$453K	Buy	98,214 +2,128	+2%	+$9.89K	0.14%	178
2026 Q1	$422K	Buy	96,086 +6,425	+7%	+$30.2K	0.15%	191
2025 Q4	$393K	Sell	89,661 -3,746	-4%	-$17.6K	0.14%	204
2025 Q3	$480K	Buy	93,407 +3,296	+4%	+$16.6K	0.17%	183
2025 Q2	$477K	Buy	90,111 +1,868	+2%	+$9.33K	0.18%	179
2025 Q1	$455K	Buy	88,243 +4,608	+6%	+$23.8K	0.18%	172
2024 Q4	$402K	Buy	83,635 +466	+0.6%	+$2.65K	0.17%	188
2024 Q3	$546K	Sell	83,169 -33,144	-28%	-$196K	0.24%	136
2024 Q2	$586K	Sell	116,313 -378	-0.3%	-$1.9K	0.27%	115
2024 Q1	$628K	Sell	116,691 -22,974	-16%	-$120K	0.3%	105
2023 Q4	$758K	Sell	139,665 -42,422	-23%	-$194K	0.38%	75
2023 Q3	$819K	Sell	182,087 -21,840	-11%	-$113K	0.47%	58
2023 Q2	$1.07M	Sell	203,927 -9,353	-4%	-$49.3K	0.58%	40
2023 Q1	$1.13M	Buy	213,280 +4,578	+2%	+$28.5K	0.68%	37
2022 Q4	$1.2M	Buy	208,702 +8,775	+4%	+$51.7K	0.76%	35
2022 Q3	$1.15M	Buy	199,927 +4,298	+2%	+$31.4K	0.85%	32
2022 Q2	$1.42M	Buy	195,629 +2,042	+1%	+$16.4K	1%	23
2022 Q1	$1.75M	Sell	193,587 -3,680	-2%	-$31.8K	1.06%	17
2021 Q4	$1.93M	Buy	197,267 +1,898	+1%	+$17.3K	1.16%	14
2021 Q3	$1.63M	Buy	195,369 +2,000	+1%	+$18K	1.06%	16
2021 Q2	$1.7M	Sell	193,369 -2,966	-2%	-$24.9K	1.1%	17
2021 Q1	$1.53M	Buy	196,335 +4,253	+2%	+$30.8K	1.03%	19
2020 Q4	$1.32M	Sell	192,082 -11,444	-6%	-$72.6K	0.99%	19
2020 Q3	$1.22M	Buy	203,526 +3,051	+2%	+$18.5K	1.09%	20
2020 Q2	$1.2M	Buy	200,475 +4,805	+2%	+$27.4K	1.25%	16
2020 Q1	$1.02M	Buy	195,670 +2,493	+1%	+$18.2K	1.37%	16
2019 Q4	$1.55M	Buy	+193,177	New	+$1.53M	1.3%	11

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

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Samalin Investment Counsel's IGR Position: Q2 2026 in Review

Samalin Investment Counsel increased its CBRE Global Real Estate Income Fund (IGR) stake by 2.2% in Q2 2026, buying an estimated $9.89K and bringing the position to 98,214 shares worth $453K. The position accounts for 0.14% of the portfolio, ranked #178.

Samalin Investment Counsel first reported a position in IGR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.93M in Q4 2021. 49 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Samalin Investment Counsel held 98,214 shares of CBRE Global Real Estate Income Fund worth $453K as of Q2 2026.
Samalin Investment Counsel bought 2,128 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $9.89K.
CBRE Global Real Estate Income Fund made up 0.14% of Samalin Investment Counsel's portfolio in Q2 2026, its #178 holding.
Samalin Investment Counsel first reported a position in CBRE Global Real Estate Income Fund in Q4 2019 and has held it in 27 quarters since.
Samalin Investment Counsel's CBRE Global Real Estate Income Fund position peaked at $1.93M in Q4 2021.
49 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.