Wealth Enhancement Advisory Services
IGR

Wealth Enhancement Advisory Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Wealth Enhancement Advisory Services’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 		$273K Sell
59,288
-1,070
-2% -$4.97K ﹤0.01% 3291
2026
Q1 		$267K Buy
60,358
+2,523
+4% +$11.9K ﹤0.01% 2881
2025
Q4 		$263K Sell
57,835
-10,446
-15% -$49.2K ﹤0.01% 3036
2025
Q3 		$350K Buy
68,281
+1,892
+3% +$9.55K ﹤0.01% 2652
2025
Q2 		$356K Sell
66,389
-1,158
-2% -$5.79K ﹤0.01% 2494
2025
Q1 		$349K Buy
67,547
+2,219
+3% +$11.5K ﹤0.01% 2326
2024
Q4 		$314K Buy
+65,328
New +$372K ﹤0.01% 2346

Other funds holding IGR

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM

Wealth Enhancement Advisory Services's IGR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its CBRE Global Real Estate Income Fund (IGR) stake by 1.8% in Q2 2026, selling an estimated $4.97K and leaving 59,288 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

Wealth Enhancement Advisory Services first reported a position in IGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q2 2025. 18 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 59,288 shares of CBRE Global Real Estate Income Fund worth $273K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,070 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $4.97K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3291 holding.
  • Wealth Enhancement Advisory Services first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's CBRE Global Real Estate Income Fund position peaked at $356K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.