Envestnet Portfolio Solutions
IGR

Envestnet Portfolio Solutions’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Envestnet Portfolio 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
2023
Q4 		– Sell
-4,321
Closed -$58.3K – 1571
2023
Q3 		$58.3K Buy
+4,321
New +$67.2K ﹤0.01% 1471

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Envestnet Portfolio Solutions's IGR Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2023, closing a stake of 4,321 shares — an estimated $58.3K sold.

Envestnet Portfolio Solutions first reported a position in IGR in Q3 2023 and held it in 1 quarter. The position peaked at $58.3K in Q3 2023. 133 funds tracked by Wall St. Rank hold IGR as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,321 CBRE Global Real Estate Income Fund shares in Q4 2023, an estimated $58.3K.
  • Envestnet Portfolio Solutions first reported a position in CBRE Global Real Estate Income Fund in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's CBRE Global Real Estate Income Fund position peaked at $58.3K in Q3 2023.
  • 133 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.