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	1,869 +272	+17%	+$4.3K	﹤0.01%	519
2023 Q1	$25.4K	Buy	1,597 +1,197	+299%	+$22.4K	﹤0.01%	543
2022 Q4	$6.88K	Hold	400	–	–	﹤0.01%	737
2022 Q3	$7K	Hold	400	–	–	﹤0.01%	775
2022 Q2	$9K	Hold	400	–	–	﹤0.01%	701
2022 Q1	$11K	Hold	400	–	–	﹤0.01%	718
2021 Q4	$12K	Hold	400	–	–	﹤0.01%	712
2021 Q3	$10K	Buy	+400	New	+$10.8K	﹤0.01%	726
2021 Q2	–	Sell	-400	Closed	-$10.1K	–	735
2021 Q1	$9K	Hold	400	–	–	﹤0.01%	750
2020 Q4	$8K	Hold	400	–	–	﹤0.01%	575
2020 Q3	$7K	Buy	+400	New	+$7.29K	﹤0.01%	524
2017 Q3	–	Hold	0	–	–	–	421
2017 Q2	–	Hold	0	–	–	–	504

Other funds holding IGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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 1,869 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 1,869 shares of CBRE Global Real Estate Income Fund worth $29.3K as of Q2 2023.
BDO Wealth Advisors bought 272 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.