SIC
IGR

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
32,738
+709
+2% +$9.88K 0.14% 178
2026
Q1 		$422K Buy
32,029
+2,142
+7% +$30.2K 0.15% 191
2025
Q4 		$393K Sell
29,887
-1,249
-4% -$17.6K 0.14% 204
2025
Q3 		$480K Buy
31,136
+1,099
+4% +$16.6K 0.17% 183
2025
Q2 		$477K Buy
30,037
+623
+2% +$9.34K 0.18% 179
2025
Q1 		$455K Buy
29,414
+1,536
+6% +$23.8K 0.18% 172
2024
Q4 		$402K Buy
27,878
+155
+0.6% +$2.65K 0.17% 188
2024
Q3 		$546K Sell
27,723
-11,048
-28% -$196K 0.24% 136
2024
Q2 		$586K Sell
38,771
-126
-0.3% -$1.9K 0.27% 115
2024
Q1 		$628K Sell
38,897
-7,658
-16% -$120K 0.3% 105
2023
Q4 		$758K Sell
46,555
-14,141
-23% -$194K 0.38% 75
2023
Q3 		$819K Sell
60,696
-7,280
-11% -$113K 0.47% 58
2023
Q2 		$1.07M Sell
67,976
-3,117
-4% -$49.3K 0.58% 40
2023
Q1 		$1.13M Buy
71,093
+1,526
+2% +$28.5K 0.68% 37
2022
Q4 		$1.2M Buy
69,567
+2,925
+4% +$51.7K 0.76% 35
2022
Q3 		$1.15M Buy
66,642
+1,432
+2% +$31.4K 0.85% 32
2022
Q2 		$1.42M Buy
65,210
+681
+1% +$16.4K 1% 23
2022
Q1 		$1.75M Sell
64,529
-1,227
-2% -$31.8K 1.06% 17
2021
Q4 		$1.93M Buy
65,756
+633
+1% +$17.3K 1.16% 14
2021
Q3 		$1.63M Buy
65,123
+667
+1% +$18K 1.06% 16
2021
Q2 		$1.7M Sell
64,456
-989
-2% -$24.9K 1.1% 17
2021
Q1 		$1.53M Buy
65,445
+1,418
+2% +$30.8K 1.03% 19
2020
Q4 		$1.32M Sell
64,027
-3,815
-6% -$72.6K 0.99% 19
2020
Q3 		$1.22M Buy
67,842
+1,017
+2% +$18.5K 1.09% 20
2020
Q2 		$1.2M Buy
66,825
+1,602
+2% +$27.4K 1.25% 16
2020
Q1 		$1.02M Buy
65,223
+831
+1% +$18.2K 1.37% 16
2019
Q4 		$1.55M Buy
+64,392
New +$1.53M 1.3% 11

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

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 $9.88K and bringing the position to 32,738 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. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Samalin Investment Counsel held 32,738 shares of CBRE Global Real Estate Income Fund worth $453K as of Q2 2026.
  • Samalin Investment Counsel bought 709 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $9.88K.
  • 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.
  • 123 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.