IA
IGR

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

IFP 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
Q1 		– Sell
-6,523
Closed -$164K – 3889
2022
Q4 		$164K Sell
6,523
-823
-11% -$14.5K ﹤0.01% 1453
2022
Q3 		$186K Buy
7,346
+1,371
+23% +$30.1K ﹤0.01% 1456
2022
Q2 		$152K Hold
5,975
– – ﹤0.01% 1448
2022
Q1 		$152K Buy
+5,975
New +$155K ﹤0.01% 1448
2019
Q1 		$68K Sell
3,143
-1,287
-29% -$27K 0.01% 839
2018
Q4 		$81K Buy
4,430
+1,849
+72% +$37.2K ﹤0.01% 1315
2018
Q3 		$57K Buy
2,581
+1,371
+113% +$30.8K ﹤0.01% 1828
2018
Q2 		$27K Buy
1,210
+28
+2% +$623 ﹤0.01% 2291
2018
Q1 		$28K Hold
1,182
– – ﹤0.01% 2179
2017
Q4 		$28K Sell
1,182
-14,961
-93% -$351K ﹤0.01% 2207
2017
Q3 		$383K Buy
16,143
+13
+0.1% +$304 0.02% 803
2017
Q2 		$374K Buy
16,130
+671
+4% +$15.4K 0.02% 803
2017
Q1 		$346K Hold
15,459
– – 0.02% 848
2016
Q4 		$339K Sell
15,459
-72
-0.5% -$1.62K 0.02% 801
2016
Q3 		$391K Sell
15,531
-3,360
-18% -$84.7K 0.02% 674
2016
Q2 		$466K Buy
18,891
+15,748
+501% +$372K 0.03% 571
2016
Q1 		$68K Sell
3,143
-15,555
-83% -$338K 0.01% 839
2015
Q4 		$429K Buy
+18,698
New +$430K 0.03% 537

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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

IFP Advisors's IGR Position: Q1 2023 in Review

IFP Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2023, closing a stake of 6,523 shares — an estimated $164K sold.

IFP Advisors first reported a position in IGR in Q4 2015 and held it in 18 quarters. The position peaked at $466K in Q2 2016. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2023.

  • IFP Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 6,523 CBRE Global Real Estate Income Fund shares in Q1 2023, an estimated $164K.
  • IFP Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's CBRE Global Real Estate Income Fund position peaked at $466K in Q2 2016.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.