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
-38
Closed -$553 – 1057
2024
Q4 		$553 Hold
38
– – ﹤0.01% 1744
2024
Q3 		$744 Sell
38
-83
-69% -$1.47K ﹤0.01% 1612
2024
Q2 		$1.82K Buy
+121
New +$1.83K ﹤0.01% 1403
2023
Q4 		$18.4K Buy
1,127
+153
+16% +$2.1K ﹤0.01% 765
2023
Q3 		$16.7K Sell
974
-136
-12% -$2.12K 0.01% 524
2023
Q2 		$17.3K Buy
+1,110
New +$17.6K ﹤0.01% 582
2023
Q1 		– Sell
-974
Closed -$16.7K – 634
2022
Q4 		$16.7K Buy
+974
New +$17.2K 0.01% 528

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Coppell Advisory Solutions's IGR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2025, closing a stake of 38 shares — an estimated $553 sold.

Coppell Advisory Solutions first reported a position in IGR in Q4 2022 and held it in 7 quarters. The position peaked at $18.4K in Q4 2023. 118 funds tracked by Wall St. Rank hold IGR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 38 CBRE Global Real Estate Income Fund shares in Q1 2025, an estimated $553.
  • Coppell Advisory Solutions first reported a position in CBRE Global Real Estate Income Fund in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's CBRE Global Real Estate Income Fund position peaked at $18.4K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.