Advocate Group’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Advocate Group’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
2023 Q2	–	Sell	-4,496	Closed	-$71.6K	–	118
2023 Q1	$71.6K	Buy	+4,496	New	+$84.1K	0.02%	118
2022 Q4	–	Sell	-4,193	Closed	-$73K	–	120
2022 Q3	$73K	Sell	4,193 -656	-14%	-$14.4K	0.02%	111
2022 Q2	$106K	Buy	+4,849	New	+$117K	0.02%	110

Other funds holding IGR

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Advocate Group's IGR Position: Q2 2023 in Review

Advocate Group sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2023, closing a stake of 4,496 shares — an estimated $71.6K sold.

Advocate Group first reported a position in IGR in Q2 2022 and held it in 3 quarters. The position peaked at $106K in Q2 2022. 135 funds tracked by Wall St. Rank hold IGR as of Q2 2023.

Advocate Group reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2023 after selling out during the quarter.
Advocate Group sold 4,496 CBRE Global Real Estate Income Fund shares in Q2 2023, an estimated $71.6K.
Advocate Group first reported a position in CBRE Global Real Estate Income Fund in Q2 2022 and held it in 3 quarters.
Advocate Group's CBRE Global Real Estate Income Fund position peaked at $106K in Q2 2022.
135 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2023.

Based on Advocate Group's 13F filing for Q2 2023, filed 20 Jul 2023.