CCA
IGR

Checchi Capital Advisers’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Checchi Capital Advisers’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
2022
Q4 		– Sell
-10,708
Closed -$62K – 565
2022
Q3 		$62K Hold
10,708
– – 0.01% 546
2022
Q2 		$85K Buy
+10,708
New +$85.9K 0.01% 578

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Checchi Capital Advisers's IGR Position: Q4 2022 in Review

Checchi Capital Advisers sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2022, closing a stake of 10,708 shares — an estimated $62K sold.

Checchi Capital Advisers first reported a position in IGR in Q2 2022 and held it in 2 quarters. The position peaked at $85K in Q2 2022. 126 funds tracked by Wall St. Rank hold IGR as of Q4 2022.

  • Checchi Capital Advisers reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2022 after selling out during the quarter.
  • Checchi Capital Advisers sold 10,708 CBRE Global Real Estate Income Fund shares in Q4 2022, an estimated $62K.
  • Checchi Capital Advisers first reported a position in CBRE Global Real Estate Income Fund in Q2 2022 and held it in 2 quarters.
  • Checchi Capital Advisers's CBRE Global Real Estate Income Fund position peaked at $85K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2022.

Based on Checchi Capital Advisers's 13F filing for Q4 2022, filed 10 Feb 2023.