S
IGR

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

Sunpointe’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
Q1 		$231K Sell
52,575
-14,500
-22% -$68.1K 0.08% 236
2025
Q4 		$294K Sell
67,075
-17,825
-21% -$83.9K 0.1% 189
2025
Q3 		$436K Hold
84,900
– – 0.16% 134
2025
Q2 		$449K Buy
+84,900
New +$424K 0.18% 120

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Sunpointe's IGR Position: Q1 2026 in Review

Sunpointe reduced its CBRE Global Real Estate Income Fund (IGR) stake by 22% in Q1 2026, selling an estimated $68.1K and leaving 52,575 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #236.

Sunpointe first reported a position in IGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $449K in Q2 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Sunpointe held 52,575 shares of CBRE Global Real Estate Income Fund worth $231K as of Q1 2026.
  • Sunpointe sold 14,500 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $68.1K.
  • CBRE Global Real Estate Income Fund made up 0.08% of Sunpointe's portfolio in Q1 2026, its #236 holding.
  • Sunpointe first reported a position in CBRE Global Real Estate Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Sunpointe's CBRE Global Real Estate Income Fund position peaked at $449K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.