WTC
IGR

WhitTier Trust Company’s CBRE Global Real Estate Income Fund IGR Stock Holding History

WhitTier Trust Company’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 		$6.23K Hold
1,345
– – ﹤0.01% 1139
2026
Q1 		$5.99K Buy
1,345
+803
+148% +$3.77K ﹤0.01% 1125
2025
Q4 		$2.46K Hold
542
– – ﹤0.01% 1154
2025
Q3 		$2.8K Buy
+542
New +$2.73K ﹤0.01% 1148

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
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
RWFS
Rayburn West Financial Services Nashville, Tennessee $181M AUM
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

WhitTier Trust Company's IGR Position: Q2 2026 in Review

WhitTier Trust Company held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 1,345 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

WhitTier Trust Company first reported a position in IGR in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • WhitTier Trust Company held 1,345 shares of CBRE Global Real Estate Income Fund worth $6.23K as of Q2 2026.
  • WhitTier Trust Company left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1139 holding.
  • WhitTier Trust Company first reported a position in CBRE Global Real Estate Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.