CT
IGR

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

Caldwell Trust’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
2020
Q4 		– Sell
-567
Closed -$10.2K – 725
2020
Q3 		$10.2K Hold
567
– – ﹤0.01% 610
2020
Q2 		$10.1K Hold
567
– – ﹤0.01% 639
2020
Q1 		$8.91K Buy
+567
New +$12.4K ﹤0.01% 651

Other funds holding IGR

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Caldwell Trust's IGR Position: Q4 2020 in Review

Caldwell Trust sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2020, closing a stake of 567 shares — an estimated $10.2K sold.

Caldwell Trust first reported a position in IGR in Q1 2020 and held it in 3 quarters. The position peaked at $10.2K in Q3 2020. 123 funds tracked by Wall St. Rank hold IGR as of Q4 2020.

  • Caldwell Trust reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2020 after selling out during the quarter.
  • Caldwell Trust sold 567 CBRE Global Real Estate Income Fund shares in Q4 2020, an estimated $10.2K.
  • Caldwell Trust first reported a position in CBRE Global Real Estate Income Fund in Q1 2020 and held it in 3 quarters.
  • Caldwell Trust's CBRE Global Real Estate Income Fund position peaked at $10.2K in Q3 2020.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.