Boaz Weinstein’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Boaz Weinstein’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 Q1	–	Sell	-950,873	Closed	-$5.16M	–	424
2023 Q4	$5.16M	Buy	+950,873	New	+$4.35M	0.1%	145
2023 Q2	–	Sell	-50,000	Closed	-$266K	–	648
2023 Q1	$266K	Buy	+50,000	New	+$312K	0.01%	422
2018 Q3	–	Sell	-632,953	Closed	-$4.77M	–	113
2018 Q2	$4.77M	Hold	632,953	–	–	0.3%	46
2018 Q1	$4.63M	Buy	632,953 +454,833	+255%	+$3.42M	0.26%	52
2017 Q4	$1.41M	Buy	+178,120	New	+$1.39M	0.11%	84

Other funds holding IGR

Morgan Stanley New York $1.89T AUM 35.08% 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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Boaz Weinstein's IGR Position: Q1 2024 in Review

Boaz Weinstein sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2024, closing a stake of 950,873 shares — an estimated $5.16M sold.

Boaz Weinstein first reported a position in IGR in Q4 2017 and held it in 5 quarters. The position peaked at $5.16M in Q4 2023. 123 funds tracked by Wall St. Rank hold IGR as of Q1 2024.

Boaz Weinstein reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2024 after selling out during the quarter.
Boaz Weinstein sold 950,873 CBRE Global Real Estate Income Fund shares in Q1 2024, an estimated $5.16M.
Boaz Weinstein first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and held it in 5 quarters.
Boaz Weinstein's CBRE Global Real Estate Income Fund position peaked at $5.16M in Q4 2023.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2024.

Based on Saba Capital Management's 13F filing for Q1 2024, filed 15 May 2024.