SDWIA
IGR

Schwarz Dygos Wheeler Investment Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$1.69M Buy
366,558
+22,392
+7% +$104K 0.32% 52
2026
Q1 		$1.51M Buy
344,166
+26,086
+8% +$123K 0.31% 55
2025
Q4 		$1.39M Buy
318,080
+14,055
+5% +$66.1K 0.29% 56
2025
Q3 		$1.56M Buy
304,025
+12,104
+4% +$61.1K 0.33% 51
2025
Q2 		$1.54M Buy
291,921
+23,247
+9% +$116K 0.35% 52
2025
Q1 		$1.39M Buy
268,674
+18,413
+7% +$95.2K 0.33% 59
2024
Q4 		$1.2M Buy
250,261
+12,235
+5% +$69.6K 0.3% 59
2024
Q3 		$1.56M Buy
238,026
+2,294
+1% +$13.6K 0.39% 54
2024
Q2 		$1.19M Buy
235,732
+17,717
+8% +$89.2K 0.32% 59
2024
Q1 		$1.17M Buy
218,015
+9,987
+5% +$52.2K 0.33% 58
2023
Q4 		$1.13M Buy
208,028
+12,896
+7% +$59K 0.35% 51
2023
Q3 		$878K Buy
195,132
+35,793
+22% +$186K 0.3% 58
2023
Q2 		$833K Sell
159,339
-1,319
-0.8% -$6.95K 0.27% 63
2023
Q1 		$853K Buy
160,658
+7,512
+5% +$46.8K 0.31% 55
2022
Q4 		$878K Sell
153,146
-52,579
-26% -$310K 0.34% 52
2022
Q3 		$1.19M Buy
205,725
+5,210
+3% +$38.1K 0.53% 43
2022
Q2 		$1.46M Buy
200,515
+29,634
+17% +$238K 0.58% 41
2022
Q1 		$1.54M Buy
+170,881
New +$1.48M 0.52% 44

Other funds holding IGR

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 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
RWFS
Rayburn West Financial Services Nashville, Tennessee $181M AUM
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's IGR Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its CBRE Global Real Estate Income Fund (IGR) stake by 6.5% in Q2 2026, buying an estimated $104K and bringing the position to 366,558 shares worth $1.69M. The position accounts for 0.32% of the portfolio, ranked #52.

Schwarz Dygos Wheeler Investment Advisors first reported a position in IGR in Q1 2022 and has held it in 18 quarters since. 75 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 366,558 shares of CBRE Global Real Estate Income Fund worth $1.69M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 22,392 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $104K.
  • CBRE Global Real Estate Income Fund made up 0.32% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in CBRE Global Real Estate Income Fund in Q1 2022 and has held it in 18 quarters since.
  • 75 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.