AO
IGR

Advisor OS’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Advisor OS’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
2024
Q4 		– Sell
-77,260
Closed -$508K – 432
2024
Q3 		$508K Buy
77,260
+36,611
+90% +$216K 0.05% 252
2024
Q2 		$205K Buy
+40,649
New +$205K 0.02% 375

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Advisor OS's IGR Position: Q4 2024 in Review

Advisor OS sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2024, closing a stake of 77,260 shares — an estimated $508K sold.

Advisor OS first reported a position in IGR in Q2 2024 and held it in 2 quarters. The position peaked at $508K in Q3 2024. 133 funds tracked by Wall St. Rank hold IGR as of Q4 2024.

  • Advisor OS reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Advisor OS sold 77,260 CBRE Global Real Estate Income Fund shares in Q4 2024, an estimated $508K.
  • Advisor OS first reported a position in CBRE Global Real Estate Income Fund in Q2 2024 and held it in 2 quarters.
  • Advisor OS's CBRE Global Real Estate Income Fund position peaked at $508K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.