WT
IGR

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

Whittier Trust’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
2025
Q4 		– Sell
-2
Closed -$26 – 1386
2025
Q3 		$26 Hold
2
– – ﹤0.01% 1377
2025
Q2 		$26 Buy
+2
New +$30 ﹤0.01% 1506
2017
Q4 		– Sell
-30
Closed -$1K – 1320
2017
Q3 		$1K Hold
30
– – ﹤0.01% 1270
2017
Q2 		$1K Hold
30
– – ﹤0.01% 1200
2017
Q1 		$1K Buy
+30
New +$671 ﹤0.01% 1298

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Whittier Trust's IGR Position: Q4 2025 in Review

Whittier Trust sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 2 shares — an estimated $26 sold.

Whittier Trust first reported a position in IGR in Q1 2017 and held it in 5 quarters. The position peaked at $1K in Q3 2017. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

  • Whittier Trust reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 2 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $26.
  • Whittier Trust first reported a position in CBRE Global Real Estate Income Fund in Q1 2017 and held it in 5 quarters.
  • Whittier Trust's CBRE Global Real Estate Income Fund position peaked at $1K in Q3 2017.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.