DWP
IGR

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

Daymark 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
2025
Q1 		– Sell
-10,216
Closed -$49.1K – 512
2024
Q4 		$49.1K Buy
+10,216
New +$58.1K ﹤0.01% 492

Other funds holding IGR

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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 $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Daymark Wealth Partners's IGR Position: Q1 2025 in Review

Daymark Wealth Partners sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2025, closing a stake of 10,216 shares — an estimated $49.1K sold.

Daymark Wealth Partners first reported a position in IGR in Q4 2024 and held it in 1 quarter. The position peaked at $49.1K in Q4 2024. 117 funds tracked by Wall St. Rank hold IGR as of Q1 2025.

  • Daymark Wealth Partners reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 10,216 CBRE Global Real Estate Income Fund shares in Q1 2025, an estimated $49.1K.
  • Daymark Wealth Partners first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and held it in 1 quarter.
  • Daymark Wealth Partners's CBRE Global Real Estate Income Fund position peaked at $49.1K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2025.

Based on Daymark Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.