Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CCM
IGR
Coldstream Capital Management’s
CBRE Global Real Estate Income Fund
IGR
Stock Holding History
Coldstream Capital Management’s Portfolio
IGR Stock Details
IGR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-2,316
Closed
-$12K
–
2155
2025
Q1
$12K
Buy
+2,316
New
+$12K
﹤0.01%
2312
2024
Q1
–
Sell
-15,282
Closed
-$83K
–
1014
2023
Q4
$83K
Buy
15,282
+2,301
+18%
+$10.5K
﹤0.01%
924
2023
Q3
$58.4K
Buy
12,981
+1,249
+11%
+$6.48K
﹤0.01%
791
2023
Q2
$61.4K
Buy
+11,732
New
+$61.8K
﹤0.01%
813
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
PCM
Penserra Capital Management
Orinda, California
$8.52B AUM
37.76%
1-Year Est. Return
FHA
Flagship Harbor Advisors
Boston, Massachusetts
$2.27B AUM
18.34%
1-Year Est. Return
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
PWSG
Pacific Wealth Strategies Group
Santa Barbara, California
$160M AUM
20.52%
1-Year Est. Return
SA
Sanctuary Advisors
Indianapolis, Indiana
$18.5B AUM
23.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close