ARC
IGR

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

Advisor Resource Council’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
Q3 		– Sell
-10,190
Closed -$51 – 250
2024
Q2 		$51 Sell
10,190
-5,925
-37% -$29.8K ﹤0.01% 66
2024
Q1 		$87.5K Buy
+16,115
New +$84.2K 0.04% 223

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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Advisor Resource Council's IGR Position: Q3 2024 in Review

Advisor Resource Council sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2024, closing a stake of 10,190 shares — an estimated $51 sold.

Advisor Resource Council first reported a position in IGR in Q1 2024 and held it in 2 quarters. The position peaked at $87.5K in Q1 2024. 107 funds tracked by Wall St. Rank hold IGR as of Q3 2024.

  • Advisor Resource Council reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2024 after selling out during the quarter.
  • Advisor Resource Council sold 10,190 CBRE Global Real Estate Income Fund shares in Q3 2024, an estimated $51.
  • Advisor Resource Council first reported a position in CBRE Global Real Estate Income Fund in Q1 2024 and held it in 2 quarters.
  • Advisor Resource Council's CBRE Global Real Estate Income Fund position peaked at $87.5K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2024.

Based on Advisor Resource Council's 13F filing for Q3 2024, filed 31 Oct 2024.