CIAS
IGR

CBIZ Investment Advisory Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-400
Closed -$2.15K – 411
2024
Q1 		$2.15K Buy
+400
New +$2.09K ﹤0.01% 306

Other funds holding IGR

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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 $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

CBIZ Investment Advisory Services's IGR Position: Q2 2024 in Review

CBIZ Investment Advisory Services sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2024, closing a stake of 400 shares — an estimated $2.15K sold.

CBIZ Investment Advisory Services first reported a position in IGR in Q1 2024 and held it in 1 quarter. The position peaked at $2.15K in Q1 2024. 113 funds tracked by Wall St. Rank hold IGR as of Q2 2024.

  • CBIZ Investment Advisory Services reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 400 CBRE Global Real Estate Income Fund shares in Q2 2024, an estimated $2.15K.
  • CBIZ Investment Advisory Services first reported a position in CBRE Global Real Estate Income Fund in Q1 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's CBRE Global Real Estate Income Fund position peaked at $2.15K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.