CSC
IGR

Caldwell Sutter Capital’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Caldwell Sutter Capital’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
2025
Q1 		– Sell
-1,436
Closed -$6.91K – 900
2024
Q4 		$6.91K Hold
1,436
– – ﹤0.01% 599
2024
Q3 		$9.44K Hold
1,436
– – ﹤0.01% 562
2024
Q2 		$7.24K Hold
1,436
– – ﹤0.01% 592
2024
Q1 		$7.73K Hold
1,436
– – ﹤0.01% 575
2023
Q4 		$7.8K Hold
1,436
– – ﹤0.01% 570
2023
Q3 		$6.46K Hold
1,436
– – ﹤0.01% 571
2023
Q2 		$7.51K Buy
+1,436
New +$7.57K ﹤0.01% 560

Other funds holding IGR

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UBS Group
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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