Avantax Advisory Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Avantax Advisory Services’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	-6,230	Closed	-$99.2K	–	1538
2023 Q1	$99.2K	Sell	6,230 -947	-13%	-$17.7K	﹤0.01%	1425
2022 Q4	$123K	Buy	7,177 +88	+1%	+$1.55K	﹤0.01%	1355
2022 Q3	$123K	Sell	7,089 -2,539	-26%	-$55.7K	﹤0.01%	1261
2022 Q2	$210K	Buy	9,628 +62	+0.6%	+$1.49K	﹤0.01%	1179
2022 Q1	$259K	Buy	9,566 +2,691	+39%	+$69.8K	﹤0.01%	1080
2021 Q4	$202K	Buy	6,875 +2,612	+61%	+$71.4K	﹤0.01%	1168
2021 Q3	$107K	Sell	4,263 -901	-17%	-$24.3K	﹤0.01%	1145
2021 Q2	$136K	Buy	5,164 +903	+21%	+$22.8K	﹤0.01%	1105
2021 Q1	$100K	Hold	4,261	–	–	﹤0.01%	1001
2020 Q4	$89K	Hold	4,261	–	–	﹤0.01%	912
2020 Q3	$76K	Hold	4,261	–	–	﹤0.01%	1322
2020 Q2	$76K	Hold	4,261	–	–	﹤0.01%	826
2020 Q1	$67K	Sell	4,261 -1,644	-28%	-$36K	﹤0.01%	771
2019 Q4	$141K	Buy	+5,905	New	+$140K	﹤0.01%	799

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

Avantax Advisory Services's IGR Position: Q2 2023 in Review

Avantax Advisory Services sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2023, closing a stake of 6,230 shares — an estimated $99.2K sold.

Avantax Advisory Services first reported a position in IGR in Q4 2019 and held it in 14 quarters. The position peaked at $259K in Q1 2022. 135 funds tracked by Wall St. Rank hold IGR as of Q2 2023.

Avantax Advisory Services reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 6,230 CBRE Global Real Estate Income Fund shares in Q2 2023, an estimated $99.2K.
Avantax Advisory Services first reported a position in CBRE Global Real Estate Income Fund in Q4 2019 and held it in 14 quarters.
Avantax Advisory Services's CBRE Global Real Estate Income Fund position peaked at $259K in Q1 2022.
135 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.