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	-148	Closed	-$2.4K	–	2266
2023 Q4	$2.4K	Hold	148	–	–	﹤0.01%	1662
2023 Q3	$1.99K	Hold	148	–	–	﹤0.01%	1629
2023 Q2	$2.32K	Hold	148	–	–	﹤0.01%	1679
2023 Q1	$2.35K	Hold	148	–	–	﹤0.01%	1659
2022 Q4	$2.54K	Hold	148	–	–	﹤0.01%	1613
2022 Q3	$3K	Hold	148	–	–	﹤0.01%	1608
2022 Q2	$3K	Hold	148	–	–	﹤0.01%	1616
2022 Q1	$4K	Hold	148	–	–	﹤0.01%	1665
2021 Q4	$4K	Hold	148	–	–	﹤0.01%	1698
2021 Q3	$4K	Hold	148	–	–	﹤0.01%	1661
2021 Q2	$4K	Buy	+148	New	+$3.73K	﹤0.01%	1609

Other funds holding IGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisornet Financial's IGR Position: Q1 2024 in Review

Advisornet Financial sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2024, closing a stake of 148 shares — an estimated $2.4K sold.

Advisornet Financial first reported a position in IGR in Q2 2021 and held it in 11 quarters. The position peaked at $4K in Q1 2022. 123 funds tracked by Wall St. Rank hold IGR as of Q1 2024.

Advisornet Financial reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 148 CBRE Global Real Estate Income Fund shares in Q1 2024, an estimated $2.4K.
Advisornet Financial first reported a position in CBRE Global Real Estate Income Fund in Q2 2021 and held it in 11 quarters.
Advisornet Financial's CBRE Global Real Estate Income Fund position peaked at $4K in Q1 2022.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.