Clear Creek Financial Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Clear Creek Financial Management’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
2025 Q2	–	Sell	-13,000	Closed	-$67.1K	–	562
2025 Q1	$67.1K	Hold	13,000	–	–	0.01%	516
2024 Q4	$62.5K	Sell	13,000 -30,500	-70%	-$174K	0.01%	465
2024 Q3	$286K	Sell	43,500 -5,500	-11%	-$32.5K	0.03%	356
2024 Q2	$247K	Hold	49,000	–	–	0.03%	373
2024 Q1	$264K	Hold	49,000	–	–	0.03%	352
2023 Q4	$266K	Sell	49,000 -4,100	-8%	-$18.8K	0.04%	276
2023 Q3	$239K	Hold	53,100	–	–	0.04%	263
2023 Q2	$278K	Hold	53,100	–	–	0.05%	257
2023 Q1	$282K	Sell	53,100 -900	-2%	-$5.61K	0.05%	231
2022 Q4	$309K	Buy	+54,000	New	+$318K	0.07%	206

Other funds holding IGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return