SWM
IGR

Spire Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Spire Wealth Management’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 		$2.41K Hold
174
– – ﹤0.01% 1972
2026
Q1 		$2.3K Hold
174
– – ﹤0.01% 2020
2025
Q4 		$2.29K Hold
174
– – ﹤0.01% 2068
2025
Q3 		$2.69K Hold
174
– – ﹤0.01% 2100
2025
Q2 		$2.77K Hold
174
– – ﹤0.01% 2107
2025
Q1 		$2.7K Hold
174
– – ﹤0.01% 2215
2024
Q4 		$2.52K Hold
174
– – ﹤0.01% 2202
2024
Q3 		$3.44K Sell
174
-102
-37% -$1.81K ﹤0.01% 1900
2024
Q2 		$4.17K Sell
276
-5,811
-95% -$87.7K ﹤0.01% 1873
2024
Q1 		$98.3K Buy
6,087
+3
+0% +$47 ﹤0.01% 994
2023
Q4 		$95.3K Sell
6,084
-108
-2% -$1.48K ﹤0.01% 1006
2023
Q3 		$83.6K Buy
6,192
+3
+0% +$47 ﹤0.01% 1004
2023
Q2 		$97.1K Buy
6,189
+3
+0% +$47 ﹤0.01% 978
2023
Q1 		$98.5K Buy
6,186
+5,929
+2,307% +$111K ﹤0.01% 978
2022
Q4 		$4K Buy
257
+2
+0.8% +$35 ﹤0.01% 1894
2022
Q3 		$4K Sell
255
-5,924
-96% -$130K ﹤0.01% 1793
2022
Q2 		$135K Sell
6,179
-665
-10% -$16K 0.01% 915
2022
Q1 		$186K Buy
6,844
+1
+0% +$26 0.01% 929
2021
Q4 		$201K Buy
6,843
+1
+0% +$27 ﹤0.01% 1090
2021
Q3 		$172K Buy
6,842
+1,335
+24% +$36K ﹤0.01% 979
2021
Q2 		$146K Buy
5,507
+5,219
+1,812% +$132K ﹤0.01% 1056
2021
Q1 		$7K Buy
+288
New +$6.25K ﹤0.01% 2524

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

Spire Wealth Management's IGR Position: Q2 2026 in Review

Spire Wealth Management held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 174 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Spire Wealth Management first reported a position in IGR in Q1 2021 and has held it in 22 quarters since. The position peaked at $201K in Q4 2021. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Spire Wealth Management held 174 shares of CBRE Global Real Estate Income Fund worth $2.41K as of Q2 2026.
  • Spire Wealth Management left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1972 holding.
  • Spire Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's CBRE Global Real Estate Income Fund position peaked at $201K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.