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	-210	Closed	-$3.29K	–	2578
2023 Q2	$3.29K	Hold	210	–	–	﹤0.01%	1891
2023 Q1	$3.34K	Buy	210 +27	+15%	+$505	﹤0.01%	1774
2022 Q4	$3.14K	Hold	183	–	–	﹤0.01%	1770
2022 Q3	$3K	Buy	+183	New	+$4.01K	﹤0.01%	1542
2022 Q1	–	Sell	-184	Closed	-$4.76K	–	1773
2021 Q4	$5K	Buy	+184	New	+$5.03K	﹤0.01%	1259

Other funds holding IGR

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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

EverSource Wealth Advisors's IGR Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2023, closing a stake of 210 shares — an estimated $3.29K sold.

EverSource Wealth Advisors first reported a position in IGR in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 123 funds tracked by Wall St. Rank hold IGR as of Q3 2023.

EverSource Wealth Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 210 CBRE Global Real Estate Income Fund shares in Q3 2023, an estimated $3.29K.
EverSource Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2021 and held it in 5 quarters.
EverSource Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $5K in Q4 2021.
123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.