TVAMP
IGR

Tennessee Valley Asset Management Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Tennessee Valley Asset Management Partners’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 		$1.2M Sell
261,160
-1,492
-0.6% -$6.93K 0.13% 88
2026
Q1 		$1.15M Buy
262,652
+70,653
+37% +$332K 0.15% 79
2025
Q4 		$841K Buy
191,999
+63,004
+49% +$296K 0.11% 86
2025
Q3 		$663K Buy
+128,995
New +$651K 0.09% 95

Other funds holding IGR

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tennessee Valley Asset Management Partners's IGR Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its CBRE Global Real Estate Income Fund (IGR) stake by 0.57% in Q2 2026, selling an estimated $6.93K and leaving 261,160 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #88.

Tennessee Valley Asset Management Partners first reported a position in IGR in Q3 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 261,160 shares of CBRE Global Real Estate Income Fund worth $1.2M as of Q2 2026.
  • Tennessee Valley Asset Management Partners sold 1,492 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $6.93K.
  • CBRE Global Real Estate Income Fund made up 0.13% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #88 holding.
  • Tennessee Valley Asset Management Partners first reported a position in CBRE Global Real Estate Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.