CFA
IGR

Capstone Financial Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Capstone Financial 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
2021
Q2 		– Sell
-5,667
Closed -$133K – 146
2021
Q1 		$133K Buy
+5,667
New +$123K 0.01% 120

Other funds holding IGR

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Capstone Financial Advisors's IGR Position: Q2 2021 in Review

Capstone Financial Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2021, closing a stake of 5,667 shares — an estimated $133K sold.

Capstone Financial Advisors first reported a position in IGR in Q1 2021 and held it in 1 quarter. The position peaked at $133K in Q1 2021. 119 funds tracked by Wall St. Rank hold IGR as of Q2 2021.

  • Capstone Financial Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 5,667 CBRE Global Real Estate Income Fund shares in Q2 2021, an estimated $133K.
  • Capstone Financial Advisors first reported a position in CBRE Global Real Estate Income Fund in Q1 2021 and held it in 1 quarter.
  • Capstone Financial Advisors's CBRE Global Real Estate Income Fund position peaked at $133K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2021.

Based on Capstone Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.