BPA
IGR

Beacon Pointe Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Beacon Pointe 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
Q2 		– Sell
-19,964
Closed -$107K – 1330
2024
Q1 		$107K Buy
+19,964
New +$104K ﹤0.01% 1304
2023
Q4 		– Sell
-28,362
Closed -$128K – 1354
2023
Q3 		$128K Buy
28,362
+100
+0.4% +$518 ﹤0.01% 1264
2023
Q2 		$148K Buy
28,262
+94
+0.3% +$495 ﹤0.01% 1030
2023
Q1 		$150K Buy
28,168
+48
+0.2% +$299 ﹤0.01% 1087
2022
Q4 		$161K Buy
28,120
+80
+0.3% +$471 ﹤0.01% 1009
2022
Q3 		$162K Buy
28,040
+2,065
+8% +$15.1K ﹤0.01% 944
2022
Q2 		$189K Buy
25,975
+7,975
+44% +$63.9K ﹤0.01% 973
2022
Q1 		$163K Buy
+18,000
New +$156K ﹤0.01% 1140

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
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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return