BSW
IGR

Buckingham Strategic Wealth’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Buckingham Strategic Wealth’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 		$54.9K Buy
+10,892
New +$54.8K ﹤0.01% 752
2020
Q2 		– Sell
-149,200
Closed -$782K – 437
2020
Q1 		$782K Buy
+149,200
New +$1.09M 0.08% 196

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Buckingham Strategic Wealth's IGR Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q2 2024: 10,892 shares worth $54.9K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings. This is a return to the name: Buckingham Strategic Wealth previously reported a position in IGR as recently as Q1 2020.

Buckingham Strategic Wealth first reported a position in IGR in Q1 2020 and has held it in 2 quarters since. The position peaked at $782K in Q1 2020. 113 funds tracked by Wall St. Rank hold IGR as of Q2 2024.

  • Buckingham Strategic Wealth held 10,892 shares of CBRE Global Real Estate Income Fund worth $54.9K as of Q2 2024.
  • CBRE Global Real Estate Income Fund was a new Buckingham Strategic Wealth position in Q2 2024.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #752 holding.
  • Buckingham Strategic Wealth first reported a position in CBRE Global Real Estate Income Fund in Q1 2020 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's CBRE Global Real Estate Income Fund position peaked at $782K in Q1 2020.
  • 113 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.