UBS Group
IGR

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

UBS Group’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 		$23.1M Sell
5,004,670
-646,321
-11% -$3M ﹤0.01% 2538
2026
Q1 		$24.8M Sell
5,650,991
-163,994
-3% -$771K ﹤0.01% 2361
2025
Q4 		$25.5M Buy
5,814,985
+284,748
+5% +$1.34M ﹤0.01% 2350
2025
Q3 		$28.4M Buy
5,530,237
+183,244
+3% +$925K ﹤0.01% 2187
2025
Q2 		$28.3M Sell
5,346,993
-4,678
-0.1% -$23.4K ﹤0.01% 2030
2025
Q1 		$27.6M Buy
5,351,671
+107,730
+2% +$557K 0.01% 2034
2024
Q4 		$25.2M Buy
5,243,941
+53,437
+1% +$304K ﹤0.01% 2094
2024
Q3 		$34.1M Buy
5,190,504
+377,505
+8% +$2.23M 0.01% 1419
2024
Q2 		$24.3M Sell
4,812,999
-58,694
-1% -$295K 0.01% 1529
2024
Q1 		$26.2M Buy
4,871,693
+203,005
+4% +$1.06M 0.01% 1479
2023
Q4 		$25.4M Sell
4,668,688
-215,319
-4% -$986K 0.01% 1424
2023
Q3 		$22M Sell
4,884,007
-97,734
-2% -$507K 0.01% 1416
2023
Q2 		$26.1M Buy
4,981,741
+391,341
+9% +$2.06M 0.01% 1248
2023
Q1 		$24.4M Buy
4,590,400
+445,669
+11% +$2.78M 0.01% 1233
2022
Q4 		$23.7M Buy
4,144,731
+282,353
+7% +$1.66M 0.01% 1291
2022
Q3 		$22.3M Sell
3,862,378
-10,491
-0.3% -$76.7K 0.01% 1200
2022
Q2 		$28.1M Buy
3,872,869
+96,790
+3% +$776K 0.01% 1102
2022
Q1 		$34.1M Buy
3,776,079
+153,681
+4% +$1.33M 0.01% 1079
2021
Q4 		$35.5M Sell
3,622,398
-10,446
-0.3% -$95.2K 0.01% 1178
2021
Q3 		$30.4M Buy
3,632,844
+11,882
+0.3% +$107K 0.01% 1169
2021
Q2 		$31.9M Buy
3,620,962
+179,094
+5% +$1.51M 0.01% 1123
2021
Q1 		$26.9M Buy
3,441,868
+706,585
+26% +$5.11M 0.01% 1238
2020
Q4 		$18.8M Sell
2,735,283
-46,746
-2% -$297K 0.01% 1379
2020
Q3 		$16.6M Sell
2,782,029
-324,573
-10% -$1.97M 0.01% 1296
2020
Q2 		$18.5M Sell
3,106,602
-560,222
-15% -$3.2M 0.01% 1128
2020
Q1 		$19.2M Sell
3,666,824
-89,728
-2% -$654K 0.01% 1001
2019
Q4 		$30.1M Buy
3,756,552
+248,407
+7% +$1.97M 0.01% 1087
2019
Q3 		$27.8M Buy
3,508,145
+337,383
+11% +$2.58M 0.01% 1020
2019
Q2 		$23.7M Sell
3,170,762
-660
-0% -$4.9K 0.01% 1102
2019
Q1 		$23.7M Sell
3,171,422
-951,580
-23% -$6.66M 0.01% 1045
2018
Q4 		$25.4M Buy
4,123,002
+816,171
+25% +$5.48M 0.01% 927
2018
Q3 		$24.1M Buy
3,306,831
+85,679
+3% +$642K 0.01% 1082
2018
Q2 		$24.3M Sell
3,221,152
-9,626
-0.3% -$71.4K 0.01% 1049
2018
Q1 		$23.6M Buy
3,230,778
+12,628
+0.4% +$95.1K 0.01% 1033
2017
Q4 		$25.5M Sell
3,218,150
-435,063
-12% -$3.4M 0.01% 1034
2017
Q3 		$28.9M Sell
3,653,213
-89,084
-2% -$693K 0.01% 891
2017
Q2 		$28.9M Sell
3,742,297
-43,501
-1% -$332K 0.02% 842
2017
Q1 		$28.3M Sell
3,785,798
-54,700
-1% -$408K 0.02% 824
2016
Q4 		$28M Sell
3,840,498
-520,516
-12% -$3.9M 0.02% 819
2016
Q3 		$36.6M Buy
4,361,014
+334,056
+8% +$2.81M 0.02% 647
2016
Q2 		$33.1M Buy
4,026,958
+97,657
+2% +$769K 0.02% 669
2016
Q1 		$30.7M Buy
3,929,301
+429,260
+12% +$3.11M 0.02% 660
2015
Q4 		$26.7M Buy
3,500,041
+163,038
+5% +$1.25M 0.02% 797
2015
Q3 		$24.6M Sell
3,337,003
-298,451
-8% -$2.33M 0.02% 771
2015
Q2 		$28.9M Sell
3,635,454
-28,761
-0.8% -$246K 0.02% 766
2015
Q1 		$32.8M Buy
3,664,215
+176,646
+5% +$1.61M 0.02% 684
2014
Q4 		$31.4M Buy
+3,487,569
New +$30.4M 0.02% 733

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UBS Group's IGR Position: Q2 2026 in Review

UBS Group reduced its CBRE Global Real Estate Income Fund (IGR) stake by 11% in Q2 2026, selling an estimated $3M and leaving 5,004,670 shares worth $23.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

UBS Group first reported a position in IGR in Q4 2014 and has held it in 47 quarters since. The position peaked at $36.6M in Q3 2016. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • UBS Group held 5,004,670 shares of CBRE Global Real Estate Income Fund worth $23.1M as of Q2 2026.
  • UBS Group sold 646,321 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $3M.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2538 holding.
  • UBS Group first reported a position in CBRE Global Real Estate Income Fund in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's CBRE Global Real Estate Income Fund position peaked at $36.6M in Q3 2016.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.