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
448
– – ﹤0.01% 1139
2026
Q1 		$5.99K Buy
448
+267
+148% +$3.77K ﹤0.01% 1125
2025
Q4 		$2.46K Hold
181
– – ﹤0.01% 1154
2025
Q3 		$2.8K Buy
+181
New +$2.74K ﹤0.01% 1148

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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 448 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. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • WhitTier Trust Company held 448 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.
  • 123 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.