Advisornet Financial’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Advisornet Financial’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 Q1	–	Sell	-443	Closed	-$2.4K	–	2266
2023 Q4	$2.4K	Hold	443	–	–	﹤0.01%	1662
2023 Q3	$1.99K	Hold	443	–	–	﹤0.01%	1629
2023 Q2	$2.32K	Hold	443	–	–	﹤0.01%	1679
2023 Q1	$2.35K	Hold	443	–	–	﹤0.01%	1659
2022 Q4	$2.54K	Hold	443	–	–	﹤0.01%	1613
2022 Q3	$3K	Hold	443	–	–	﹤0.01%	1608
2022 Q2	$3K	Hold	443	–	–	﹤0.01%	1616
2022 Q1	$4K	Hold	443	–	–	﹤0.01%	1665
2021 Q4	$4K	Hold	443	–	–	﹤0.01%	1698
2021 Q3	$4K	Hold	443	–	–	﹤0.01%	1661
2021 Q2	$4K	Buy	+443	New	+$3.72K	﹤0.01%	1609

Other funds holding IGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return