H
IGR

HoyleCohen’s CBRE Global Real Estate Income Fund IGR Stock Holding History

HoyleCohen’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
2024
Q2 		$151K Buy
30,000
+20,000
+200% +$101K 0.01% 267
2024
Q1 		$53.8K Buy
+10,000
New +$52.3K ﹤0.01% 277

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

HoyleCohen's IGR Position: Q2 2024 in Review

HoyleCohen increased its CBRE Global Real Estate Income Fund (IGR) stake by 200% in Q2 2024, buying an estimated $101K and bringing the position to 30,000 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #267.

HoyleCohen first reported a position in IGR in Q1 2024 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold IGR as of Q2 2024.

  • HoyleCohen held 30,000 shares of CBRE Global Real Estate Income Fund worth $151K as of Q2 2024.
  • HoyleCohen bought 20,000 CBRE Global Real Estate Income Fund shares in Q2 2024, an estimated $101K.
  • CBRE Global Real Estate Income Fund made up 0.01% of HoyleCohen's portfolio in Q2 2024, its #267 holding.
  • HoyleCohen first reported a position in CBRE Global Real Estate Income Fund in Q1 2024 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.