CFFP
IGR

Center for Financial Planning’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Center for Financial Planning’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
2023
Q3 		– Sell
-12,214
Closed -$63.9K – 547
2023
Q2 		$63.9K Buy
+12,214
New +$64.4K 0.01% 197

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Center for Financial Planning's IGR Position: Q3 2023 in Review

Center for Financial Planning sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2023, closing a stake of 12,214 shares — an estimated $63.9K sold.

Center for Financial Planning first reported a position in IGR in Q2 2023 and held it in 1 quarter. The position peaked at $63.9K in Q2 2023. 123 funds tracked by Wall St. Rank hold IGR as of Q3 2023.

  • Center for Financial Planning reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 12,214 CBRE Global Real Estate Income Fund shares in Q3 2023, an estimated $63.9K.
  • Center for Financial Planning first reported a position in CBRE Global Real Estate Income Fund in Q2 2023 and held it in 1 quarter.
  • Center for Financial Planning's CBRE Global Real Estate Income Fund position peaked at $63.9K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.