Atticus Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-7,340
| Closed | -$38.8K | – | 397 |
|
|
2025
Q2 | $38.8K | Buy |
7,340
+2,136
| +41% | +$10.7K | 0.01% | 340 |
|
|
2025
Q1 | $26.9K | Sell |
5,204
-4,205
| -45% | -$21.7K | 0.01% | 296 |
|
|
2024
Q4 | $45.3K | Sell |
9,409
-10,218
| -52% | -$58.1K | 0.01% | 251 |
|
|
2024
Q3 | $129K | Sell |
19,627
-1,887
| -9% | -$11.1K | 0.04% | 149 |
|
|
2024
Q2 | $108K | Buy |
21,514
+1,846
| +9% | +$9.29K | 0.04% | 157 |
|
|
2024
Q1 | $106K | Buy |
19,668
+517
| +3% | +$2.7K | 0.03% | 165 |
|
|
2023
Q4 | $104K | Buy |
19,151
+285
| +2% | +$1.3K | 0.04% | 162 |
|
|
2023
Q3 | $84.9K | Buy |
18,866
+357
| +2% | +$1.85K | 0.03% | 188 |
|
|
2023
Q2 | $96.8K | Buy |
18,509
+348
| +2% | +$1.83K | 0.04% | 179 |
|
|
2023
Q1 | $96.4K | Buy |
18,161
+8,856
| +95% | +$55.2K | 0.04% | 173 |
|
|
2022
Q4 | $53.3K | Sell |
9,305
-9,974
| -52% | -$58.7K | 0.02% | 244 |
|
|
2022
Q3 | $140K | Hold |
19,279
| – | – | 0.07% | 141 |
|
|
2022
Q2 | $140K | Buy |
19,279
+199
| +1% | +$1.6K | 0.06% | 158 |
|
|
2022
Q1 | $172K | Buy |
19,080
+3,255
| +21% | +$28.1K | 0.06% | 155 |
|
|
2021
Q4 | $155K | Hold |
15,825
| – | – | 0.06% | 139 |
|
|
2021
Q3 | $132K | Hold |
15,825
| – | – | 0.06% | 131 |
|
|
2021
Q2 | $139K | Buy |
15,825
+3,000
| +23% | +$25.2K | 0.06% | 140 |
|
|
2021
Q1 | $100K | Buy |
12,825
+2,775
| +28% | +$20.1K | 0.05% | 158 |
|
|
2020
Q4 | $69K | Sell |
10,050
-5,085
| -34% | -$32.3K | 0.03% | 182 |
|
|
2020
Q3 | $91K | Buy |
15,135
+3,785
| +33% | +$23K | 0.05% | 144 |
|
|
2020
Q2 | $68K | Hold |
11,350
| – | – | 0.04% | 153 |
|
|
2020
Q1 | $59K | Hold |
11,350
| – | – | 0.05% | 163 |
|
|
2019
Q4 | $91K | Buy |
+11,350
| New | +$90K | 0.06% | 138 |
|
Other funds holding IGR
FHA
SA
PWSG
