Arete Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Arete Wealth 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
2024 Q3	–	Sell	-6,006	Closed	-$91K	–	761
2024 Q2	$91K	Buy	+6,006	New	+$90.7K	0.01%	691
2024 Q1	–	Sell	-7,030	Closed	-$115K	–	526
2023 Q4	$115K	Buy	7,030 +690	+11%	+$9.48K	0.01%	705
2023 Q3	$85.6K	Buy	+6,340	New	+$98.6K	0.01%	473

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

FHA

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $6.56B AUM 35.09% 1-Year Est. Return

Arete Wealth Advisors's IGR Position: Q3 2024 in Review

Arete Wealth Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2024, closing a stake of 6,006 shares — an estimated $91K sold.

Arete Wealth Advisors first reported a position in IGR in Q3 2023 and held it in 3 quarters. The position peaked at $115K in Q4 2023. 107 funds tracked by Wall St. Rank hold IGR as of Q3 2024.

Arete Wealth Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 6,006 CBRE Global Real Estate Income Fund shares in Q3 2024, an estimated $91K.
Arete Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q3 2023 and held it in 3 quarters.
Arete Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $115K in Q4 2023.
107 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.