SF
IGR

Summit Financial’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Summit Financial’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 		$60.7K Buy
13,175
+88
+0.7% +$409 ﹤0.01% 1570
2026
Q1 		$57.5K Buy
+13,087
New +$61.5K ﹤0.01% 1391

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

Summit Financial's IGR Position: Q2 2026 in Review

Summit Financial increased its CBRE Global Real Estate Income Fund (IGR) stake by 0.67% in Q2 2026, buying an estimated $409 and bringing the position to 13,175 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Summit Financial first reported a position in IGR in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Summit Financial held 13,175 shares of CBRE Global Real Estate Income Fund worth $60.7K as of Q2 2026.
  • Summit Financial bought 88 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $409.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1570 holding.
  • Summit Financial first reported a position in CBRE Global Real Estate Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.