BWP
IGR

Balboa Wealth Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Balboa Wealth Partners’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
2025
Q4 		– Sell
-12,617
Closed -$64.9K – 441
2025
Q3 		$64.9K Buy
+12,617
New +$63.7K 0.01% 360
2023
Q3 		– Sell
-12,471
Closed -$65.2K – 297
2023
Q2 		$65.2K Buy
+12,471
New +$65.7K 0.02% 240
2023
Q1 		– Sell
-21,571
Closed -$124K – 310
2022
Q4 		$124K Hold
21,571
– – 0.06% 218
2022
Q3 		$124K Buy
+21,571
New +$158K 0.05% 195

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return