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

BDO 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
2023 Q2	$29.3K	Buy	5,608 +816	+17%	+$4.3K	﹤0.01%	519
2023 Q1	$25.4K	Buy	4,792 +3,592	+299%	+$22.4K	﹤0.01%	543
2022 Q4	$6.88K	Hold	1,200	–	–	﹤0.01%	737
2022 Q3	$7K	Hold	1,200	–	–	﹤0.01%	775
2022 Q2	$9K	Hold	1,200	–	–	﹤0.01%	701
2022 Q1	$11K	Hold	1,200	–	–	﹤0.01%	718
2021 Q4	$12K	Hold	1,200	–	–	﹤0.01%	712
2021 Q3	$10K	Buy	+1,200	New	+$10.8K	﹤0.01%	726
2021 Q2	–	Sell	-1,200	Closed	-$10.1K	–	735
2021 Q1	$9K	Hold	1,200	–	–	﹤0.01%	750
2020 Q4	$8K	Hold	1,200	–	–	﹤0.01%	575
2020 Q3	$7K	Buy	+1,200	New	+$7.29K	﹤0.01%	524
2017 Q3	–	Hold	0	–	–	–	421
2017 Q2	–	Hold	0	–	–	–	504

Other funds holding IGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

BDO Wealth Advisors's IGR Position: Q2 2023 in Review

BDO Wealth Advisors increased its CBRE Global Real Estate Income Fund (IGR) stake by 17% in Q2 2023, buying an estimated $4.3K and bringing the position to 5,608 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

BDO Wealth Advisors first reported a position in IGR in Q3 2020 and has held it in 11 quarters since. 135 funds tracked by Wall St. Rank hold IGR as of Q2 2023.

BDO Wealth Advisors held 5,608 shares of CBRE Global Real Estate Income Fund worth $29.3K as of Q2 2023.
BDO Wealth Advisors bought 816 CBRE Global Real Estate Income Fund shares in Q2 2023, an estimated $4.3K.
CBRE Global Real Estate Income Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #519 holding.
BDO Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q3 2020 and has held it in 11 quarters since.
135 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.