DWM
IGR

Dakota Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Dakota Wealth 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
2023
Q3 		– Sell
-4,012
Closed -$62.9K – 678
2023
Q2 		$62.9K Buy
+4,012
New +$63.4K ﹤0.01% 630

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Dakota Wealth Management's IGR Position: Q3 2023 in Review

Dakota Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2023, closing a stake of 4,012 shares — an estimated $62.9K sold.

Dakota Wealth Management first reported a position in IGR in Q2 2023 and held it in 1 quarter. The position peaked at $62.9K in Q2 2023. 123 funds tracked by Wall St. Rank hold IGR as of Q3 2023.

  • Dakota Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 4,012 CBRE Global Real Estate Income Fund shares in Q3 2023, an estimated $62.9K.
  • Dakota Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q2 2023 and held it in 1 quarter.
  • Dakota Wealth Management's CBRE Global Real Estate Income Fund position peaked at $62.9K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2023.

Based on Dakota Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.