EWA
IGR

EverSource Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

EverSource Wealth Advisors’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
-629
Closed -$3.29K – 2578
2023
Q2 		$3.29K Hold
629
– – ﹤0.01% 1891
2023
Q1 		$3.34K Buy
629
+81
+15% +$505 ﹤0.01% 1774
2022
Q4 		$3.14K Hold
548
– – ﹤0.01% 1770
2022
Q3 		$3K Buy
+548
New +$4K ﹤0.01% 1542
2022
Q1 		– Sell
-551
Closed -$4.76K – 1773
2021
Q4 		$5K Buy
+551
New +$5.02K ﹤0.01% 1259

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return