Evelyn Partners Group Ltd’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Evelyn Partners Group Ltd’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	$13K	Buy	+2,823	New	+$13.1K	﹤0.01%	471

Other funds holding IGR

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Rayburn West Financial Services Nashville, Tennessee $181M AUM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Evelyn Partners Group Ltd's IGR Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q2 2026: 2,823 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings.

75 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Evelyn Partners Group Ltd held 2,823 shares of CBRE Global Real Estate Income Fund worth $13K as of Q2 2026.
CBRE Global Real Estate Income Fund was a new Evelyn Partners Group Ltd position in Q2 2026.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #471 holding.
75 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.