CAS
IGR

Coppell Advisory Solutions’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-115
Closed -$553 – 1057
2024
Q4 		$553 Hold
115
– – ﹤0.01% 1744
2024
Q3 		$744 Sell
115
-247
-68% -$1.46K ﹤0.01% 1612
2024
Q2 		$1.82K Buy
+362
New +$1.82K ﹤0.01% 1403
2023
Q4 		$18.4K Buy
3,380
+458
+16% +$2.1K ﹤0.01% 765
2023
Q3 		$16.7K Sell
2,922
-409
-12% -$2.12K 0.01% 524
2023
Q2 		$17.3K Buy
+3,331
New +$17.6K ﹤0.01% 582
2023
Q1 		– Sell
-2,922
Closed -$16.7K – 634
2022
Q4 		$16.7K Buy
+2,922
New +$17.2K 0.01% 528

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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