Pinnacle Wealth Planning Services, Inc.
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1726752
MANSFIELD, OH
Position in IGR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$66,455
-$24,758 QoQ
Shares Held
15,138
-27.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $11,073,923 across 150 Asset Management names. IGR ranks #37 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
19,040 | $1,761,200 | |
| 2 | BLK |
BlackRock, Inc.
|
1,175 | $1,130,009 | |
| 3 | AMP |
Ameriprise Financial Inc
|
855 | $379,962 | |
| 4 | BX |
Blackstone Inc.
|
3,226 | $370,957 | |
| 5 | ARCC |
Ares Capital Corp
|
20,445 | $368,418 | |
| 6 | WT |
WisdomTree, Inc.
|
23,868 | $347,518 | |
| 7 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
35,345 | $338,958 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
8,862 | $238,653 |
All Filings in IGR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,455 | 15,138 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $91,213 | 20,825 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $143,265 | 21,806 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $155,967 | 30,946 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $149,251 | 27,742 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $134,501 | 24,770 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $113,697 | 25,266 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $119,610 | 22,870 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $106,194 | 19,999 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $114,141 | 19,920 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $138,618 | 24,024 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $174,675 | 24,060 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $237,571 | 26,280 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $252,768 | 25,819 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $222,668 | 26,635 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $230,540 | 26,168 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $211,854 | 27,126 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $181,955 | 26,447 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $150,187 | 25,115 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $159,679 | 26,747 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $110,228 | 21,036 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||