APA
IGR

American Portfolios Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$41.2K Buy
7,147
+198
+3% +$1.45K ﹤0.01% 1822
2022
Q2 		$50.5K Hold
6,949
– – ﹤0.01% 1752
2022
Q1 		$62.8K Buy
6,949
+1,297
+23% +$11.2K ﹤0.01% 1766
2021
Q4 		$55.3K Sell
5,652
-149
-3% -$1.36K ﹤0.01% 1817
2021
Q3 		$48.5K Buy
5,801
+1,200
+26% +$10.8K ﹤0.01% 1788
2021
Q2 		$40.5K Buy
4,601
+800
+21% +$6.72K ﹤0.01% 1838
2021
Q1 		$29.7K Hold
3,801
– – ﹤0.01% 1852
2020
Q4 		$26.2K Sell
3,801
-177
-4% -$1.12K ﹤0.01% 1697
2020
Q3 		$23.8K Sell
3,978
-14
-0.4% -$85 ﹤0.01% 1622
2020
Q2 		$23.8K Hold
3,992
– – ﹤0.01% 1569
2020
Q1 		$20.9K Buy
3,992
+254
+7% +$1.85K ﹤0.01% 1520
2019
Q4 		$30K Hold
3,738
– – ﹤0.01% 1572
2019
Q3 		$29.6K Buy
3,738
+9
+0.2% +$69 ﹤0.01% 1500
2019
Q2 		$27.9K Hold
3,729
– – ﹤0.01% 1527
2019
Q1 		$27.9K Sell
3,729
-39
-1% -$273 ﹤0.01% 1440
2018
Q4 		$23.2K Buy
3,768
+693
+23% +$4.65K ﹤0.01% 1318
2018
Q3 		$22.4K Sell
3,075
-1,547
-33% -$11.6K ﹤0.01% 1444
2018
Q2 		$34.9K Buy
4,622
+153
+3% +$1.14K ﹤0.01% 1224
2018
Q1 		$32.7K Buy
4,469
+1,004
+29% +$7.56K ﹤0.01% 1201
2017
Q4 		$27.4K Buy
+3,465
New +$27.1K ﹤0.01% 1212

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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Portfolios Advisors's IGR Position: Q3 2022 in Review

American Portfolios Advisors increased its CBRE Global Real Estate Income Fund (IGR) stake by 2.8% in Q3 2022, buying an estimated $1.45K and bringing the position to 7,147 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

American Portfolios Advisors first reported a position in IGR in Q4 2017 and has held it in 20 quarters since. The position peaked at $62.8K in Q1 2022. 118 funds tracked by Wall St. Rank hold IGR as of Q3 2022.

  • American Portfolios Advisors held 7,147 shares of CBRE Global Real Estate Income Fund worth $41.2K as of Q3 2022.
  • American Portfolios Advisors bought 198 CBRE Global Real Estate Income Fund shares in Q3 2022, an estimated $1.45K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1822 holding.
  • American Portfolios Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's CBRE Global Real Estate Income Fund position peaked at $62.8K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.