SPC
IGR

Sigma Planning Corp’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Sigma Planning Corp’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 		$93.4K Buy
20,252
+211
+1% +$980 ﹤0.01% 1382
2026
Q1 		$88K Buy
20,041
+121
+0.6% +$569 ﹤0.01% 1285
2025
Q4 		$87.2K Sell
19,920
-42
-0.2% -$198 ﹤0.01% 1269
2025
Q3 		$103K Buy
19,962
+142
+0.7% +$716 ﹤0.01% 1250
2025
Q2 		$105K Buy
19,820
+217
+1% +$1.08K ﹤0.01% 1203
2025
Q1 		$101K Buy
19,603
+805
+4% +$4.16K ﹤0.01% 1164
2024
Q4 		$90.4K Buy
18,798
+901
+5% +$5.13K ﹤0.01% 1133
2024
Q3 		$118K Buy
17,897
+107
+0.6% +$632 ﹤0.01% 1163
2024
Q2 		$89.7K Buy
17,790
+3,446
+24% +$17.3K ﹤0.01% 1144
2024
Q1 		$77.2K Buy
+14,344
New +$75K ﹤0.01% 1187
2023
Q4 		– Sell
-14,060
Closed -$63.3K – 1013
2023
Q3 		$63.3K Buy
14,060
+278
+2% +$1.44K ﹤0.01% 1153
2023
Q2 		$72.1K Buy
13,782
+316
+2% +$1.67K ﹤0.01% 1158
2023
Q1 		$71.5K Buy
13,466
+471
+4% +$2.94K ﹤0.01% 1256
2022
Q4 		$74.5K Buy
12,995
+26
+0.2% +$153 ﹤0.01% 1213
2022
Q3 		$75K Buy
12,969
+953
+8% +$6.97K ﹤0.01% 1206
2022
Q2 		$87K Buy
12,016
+167
+1% +$1.34K ﹤0.01% 1221
2022
Q1 		$107K Buy
11,849
+54
+0.5% +$467 ﹤0.01% 1302
2021
Q4 		$115K Sell
11,795
-2,257
-16% -$20.6K ﹤0.01% 1319
2021
Q3 		$117K Buy
14,052
+47
+0.3% +$422 ﹤0.01% 1303
2021
Q2 		$123K Buy
14,005
+42
+0.3% +$353 ﹤0.01% 1348
2021
Q1 		$109K Buy
13,963
+3,051
+28% +$22.1K ﹤0.01% 1279
2020
Q4 		$75K Buy
10,912
+62
+0.6% +$394 ﹤0.01% 1165
2020
Q3 		$65K Buy
10,850
+480
+5% +$2.92K ﹤0.01% 1031
2020
Q2 		$62K Buy
10,370
+47
+0.5% +$268 ﹤0.01% 1022
2020
Q1 		$54K Sell
10,323
-1,725
-14% -$12.6K ﹤0.01% 878
2019
Q4 		$97K Sell
12,048
-97
-0.8% -$769 ﹤0.01% 1012
2019
Q3 		$96K Sell
12,145
-347
-3% -$2.65K ﹤0.01% 958
2019
Q2 		$94K Sell
12,492
-777
-6% -$5.77K ﹤0.01% 960
2019
Q1 		$99K Buy
13,269
+3
+0% +$21 0.01% 895
2018
Q4 		$82K Sell
13,266
-497
-4% -$3.34K 0.01% 817
2018
Q3 		$100K Buy
13,763
+3
+0% +$22 0.01% 921
2018
Q2 		$104K Buy
13,760
+2
+0% +$15 0.01% 871
2018
Q1 		$101K Buy
13,758
+3
+0% +$23 0.01% 822
2017
Q4 		$109K Buy
+13,755
New +$108K 0.01% 819
2015
Q2 		– Sell
-12,463
Closed -$112K – 737
2015
Q1 		$112K Sell
12,463
-4,289
-26% -$39.1K 0.01% 707
2014
Q4 		$151K Buy
+16,752
New +$146K 0.02% 656

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

Sigma Planning Corp's IGR Position: Q2 2026 in Review

Sigma Planning Corp increased its CBRE Global Real Estate Income Fund (IGR) stake by 1.1% in Q2 2026, buying an estimated $980 and bringing the position to 20,252 shares worth $93.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Sigma Planning Corp first reported a position in IGR in Q4 2014 and has held it in 36 quarters since. The position peaked at $151K in Q4 2014. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Sigma Planning Corp held 20,252 shares of CBRE Global Real Estate Income Fund worth $93.4K as of Q2 2026.
  • Sigma Planning Corp bought 211 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $980.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1382 holding.
  • Sigma Planning Corp first reported a position in CBRE Global Real Estate Income Fund in Q4 2014 and has held it in 36 quarters since.
  • Sigma Planning Corp's CBRE Global Real Estate Income Fund position peaked at $151K in Q4 2014.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.