CWP
IGR

Concord Wealth Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-348
Closed -$8K – 608
2022
Q2 		$8K Hold
348
– – ﹤0.01% 730
2022
Q1 		$9K Buy
+348
New +$9.03K ﹤0.01% 801

Other funds holding IGR

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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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concord Wealth Partners's IGR Position: Q3 2022 in Review

Concord Wealth Partners sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2022, closing a stake of 348 shares — an estimated $8K sold.

Concord Wealth Partners first reported a position in IGR in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 118 funds tracked by Wall St. Rank hold IGR as of Q3 2022.

  • Concord Wealth Partners reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 348 CBRE Global Real Estate Income Fund shares in Q3 2022, an estimated $8K.
  • Concord Wealth Partners first reported a position in CBRE Global Real Estate Income Fund in Q1 2022 and held it in 2 quarters.
  • Concord Wealth Partners's CBRE Global Real Estate Income Fund position peaked at $9K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.