GWSG
IGR

GPS Wealth Strategies Group’s CBRE Global Real Estate Income Fund IGR Stock Holding History

GPS Wealth Strategies Group’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
2022
Q4 		– Sell
-4,019
Closed -$70K – 577
2022
Q3 		$70K Hold
4,019
– – 0.02% 367
2022
Q2 		$88K Hold
4,019
– – 0.02% 343
2022
Q1 		$109K Buy
+4,019
New +$104K 0.02% 291

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
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

GPS Wealth Strategies Group's IGR Position: Q4 2022 in Review

GPS Wealth Strategies Group sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2022, closing a stake of 4,019 shares — an estimated $70K sold.

GPS Wealth Strategies Group first reported a position in IGR in Q1 2022 and held it in 3 quarters. The position peaked at $109K in Q1 2022. 126 funds tracked by Wall St. Rank hold IGR as of Q4 2022.

  • GPS Wealth Strategies Group reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2022 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 4,019 CBRE Global Real Estate Income Fund shares in Q4 2022, an estimated $70K.
  • GPS Wealth Strategies Group first reported a position in CBRE Global Real Estate Income Fund in Q1 2022 and held it in 3 quarters.
  • GPS Wealth Strategies Group's CBRE Global Real Estate Income Fund position peaked at $109K in Q1 2022.
  • 126 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2022.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2022, filed 27 Jan 2023.