HIA
IGR

Harbor Investment Advisory’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Harbor Investment Advisory’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
-192
Closed -$2.59K – 1186
2023
Q3 		$2.59K Buy
+192
New +$2.99K ﹤0.01% 1009

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

Harbor Investment Advisory's IGR Position: Q4 2023 in Review

Harbor Investment Advisory sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2023, closing a stake of 192 shares — an estimated $2.59K sold.

Harbor Investment Advisory first reported a position in IGR in Q3 2023 and held it in 1 quarter. The position peaked at $2.59K in Q3 2023. 133 funds tracked by Wall St. Rank hold IGR as of Q4 2023.

  • Harbor Investment Advisory reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 192 CBRE Global Real Estate Income Fund shares in Q4 2023, an estimated $2.59K.
  • Harbor Investment Advisory first reported a position in CBRE Global Real Estate Income Fund in Q3 2023 and held it in 1 quarter.
  • Harbor Investment Advisory's CBRE Global Real Estate Income Fund position peaked at $2.59K in Q3 2023.
  • 133 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2023.

Based on Harbor Investment Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.