BCA
IGR

Bay Colony Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Bay Colony 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
Q4 		– Sell
-3,600
Closed -$71K – 469
2024
Q3 		$71K Buy
+3,600
New +$63.8K 0.01% 425

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Bay Colony Advisors's IGR Position: Q4 2024 in Review

Bay Colony Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2024, closing a stake of 3,600 shares — an estimated $71K sold.

Bay Colony Advisors first reported a position in IGR in Q3 2024 and held it in 1 quarter. The position peaked at $71K in Q3 2024. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2024.

  • Bay Colony Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Bay Colony Advisors sold 3,600 CBRE Global Real Estate Income Fund shares in Q4 2024, an estimated $71K.
  • Bay Colony Advisors first reported a position in CBRE Global Real Estate Income Fund in Q3 2024 and held it in 1 quarter.
  • Bay Colony Advisors's CBRE Global Real Estate Income Fund position peaked at $71K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2024.

Based on Bay Colony Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.