SOA Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

SOA Wealth 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	$932	Buy	67 +2	+3%	+$28	﹤0.01%	802
2026 Q1	$854	Buy	65 +3	+5%	+$42	﹤0.01%	758
2025 Q4	$820	Buy	62 +2	+3%	+$28	﹤0.01%	761
2025 Q3	$926	Buy	60 +2	+3%	+$30	﹤0.01%	770
2025 Q2	$920	Buy	58 +2	+4%	+$30	﹤0.01%	759
2025 Q1	$866	Buy	56 +2	+4%	+$31	﹤0.01%	751
2024 Q4	$780	Buy	54 +2	+4%	+$34	﹤0.01%	748
2024 Q3	$1.03K	Buy	52 +1	+2%	+$18	﹤0.01%	714
2024 Q2	$769	Buy	51 +2	+4%	+$30	﹤0.01%	742
2024 Q1	$792	Buy	49 +2	+4%	+$31	﹤0.01%	781
2023 Q4	$764	Buy	47 +2	+4%	+$27	﹤0.01%	775
2023 Q3	$608	Sell	45 -42	-48%	-$653	﹤0.01%	810
2023 Q2	$1.37K	Buy	87 +3	+4%	+$47	﹤0.01%	759
2023 Q1	$1.34K	Buy	84 +2	+2%	+$37	﹤0.01%	766
2022 Q4	$1.41K	Buy	82 +3	+4%	+$53	﹤0.01%	765
2022 Q3	$1K	Buy	79 +2	+3%	+$44	﹤0.01%	773
2022 Q2	$1K	Buy	77 +1	+1%	+$24	﹤0.01%	760
2022 Q1	$2K	Buy	76 +1	+1%	+$26	﹤0.01%	804
2021 Q4	$2K	Buy	75 +2	+3%	+$55	﹤0.01%	775
2021 Q3	$1K	Buy	73 +1	+1%	+$27	﹤0.01%	841
2021 Q2	$1K	Buy	72 +1	+1%	+$25	﹤0.01%	821
2021 Q1	$1K	Buy	71 +1	+1%	+$22	﹤0.01%	770
2020 Q4	$1K	Buy	+70	New	+$1.33K	﹤0.01%	745

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

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

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

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

SOA Wealth Advisors's IGR Position: Q2 2026 in Review

SOA Wealth Advisors increased its CBRE Global Real Estate Income Fund (IGR) stake by 3.1% in Q2 2026, buying an estimated $28 and bringing the position to 67 shares worth $932. The position accounts for ﹤0.01% of the portfolio, ranked #802.

SOA Wealth Advisors first reported a position in IGR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2K in Q1 2022. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

SOA Wealth Advisors held 67 shares of CBRE Global Real Estate Income Fund worth $932 as of Q2 2026.
SOA Wealth Advisors bought 2 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $28.
CBRE Global Real Estate Income Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #802 holding.
SOA Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $2K in Q1 2022.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.