Future Financial Wealth Managment LLC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1801892
CINCINNATI, OH
Position in IGR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$46,100
+$2,200 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#94
of 124 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Future Financial Wealth Managment LLC holds $8,820,788 across 23 Asset Management names. IGR ranks #23 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
46,770 | $949,431 | |
| 2 | UTG |
Reaves Utility Income Fund
|
22,635 | $921,697 | |
| 3 | MCI |
Barings Corporate Investors
|
44,370 | $779,137 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
14,000 | $709,940 | |
| 5 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
13,710 | $686,871 | |
| 6 | PHK |
Pimco High Income Fund
|
113,392 | $528,406 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
28,175 | $444,319 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
23,995 | $400,716 |
All Filings in IGR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,100 | 10,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $43,900 | 10,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $43,800 | 10,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $51,400 | 10,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $52,900 | 10,000 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $51,600 | 10,000 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $48,100 | 10,000 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $65,700 | 10,000 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $50,400 | 10,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $53,800 | 10,000 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $218,340 | 40,210 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $179,298 | 39,844 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $198,431 | 37,941 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $201,466 | 37,941 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $83,428 | 14,560 | Shares | Sole | 2023-01-05 | |
| No filing history on record for this holder in this stock. | ||||||