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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

IGR holding history

Cbre Global Real Estate Income Fund in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IGR overviewAll 13F holders of IGRFull Q2 2026 holdings

Shares (Q2 2026)
13,175
Value
$60.7K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of IGR by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,175$60.7K<0.1%+88+0.7%AddedHolders
Q1 202613,087$57.5K<0.1%+13,087NewHolders