Holistic Financial Partners
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1729304
INDIANAPOLIS, IN
Position in IGR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$63,391
+$144 QoQ
Shares Held
14,440
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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, 2026Holistic Financial Partners holds $480,773 across 2 Asset Management names. IGR ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
434 | $417,382 | |
| 2 | IGR |
Cbre Global Real Estate Income Fund
This page
|
14,440 | $63,391 |
All Filings in IGR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,391 | 14,440 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $63,247 | 14,440 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $74,221 | 14,440 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $76,387 | 14,440 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $74,510 | 14,440 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $69,456 | 14,440 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $94,870 | 14,440 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $72,777 | 14,440 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $77,687 | 14,440 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $78,409 | 14,440 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $64,980 | 14,440 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $75,521 | 14,440 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $76,676 | 14,440 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $82,741 | 14,440 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $83,318 | 14,440 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $104,834 | 14,440 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $130,537 | 14,440 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $141,367 | 14,440 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $127,216 | 14,440 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $86,351 | 14,440 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $86,206 | 14,440 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $75,665 | 14,440 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||