ZCP
IGR

Z3 Capital Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Z3 Capital Partners’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 		$231K Hold
50,085
– – 0.05% 175
2026
Q1 		$220K Hold
50,085
– – 0.06% 170
2025
Q4 		$219K Buy
+50,085
New +$236K 0.05% 173

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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Z3 Capital Partners's IGR Position: Q2 2026 in Review

Z3 Capital Partners held its CBRE Global Real Estate Income Fund (IGR) position steady in Q2 2026 at 50,085 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #175.

Z3 Capital Partners first reported a position in IGR in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Z3 Capital Partners held 50,085 shares of CBRE Global Real Estate Income Fund worth $231K as of Q2 2026.
  • Z3 Capital Partners left its CBRE Global Real Estate Income Fund share count unchanged in Q2 2026.
  • CBRE Global Real Estate Income Fund made up 0.05% of Z3 Capital Partners's portfolio in Q2 2026, its #175 holding.
  • Z3 Capital Partners first reported a position in CBRE Global Real Estate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.