JP Morgan Private Wealth Advisors
IGR

JP Morgan Private Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

JP Morgan Private 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 		$422K Buy
31,284
+75
+0.2% +$1.17K ﹤0.01% 1315
2023
Q2 		$490K Sell
31,209
-320
-1% -$5.06K ﹤0.01% 1036
2023
Q1 		$502K Buy
31,529
+26,315
+505% +$492K ﹤0.01% 1481
2022
Q4 		$89.6K Sell
5,214
-1,566
-23% -$27.7K ﹤0.01% 1886
2022
Q3 		$117K Sell
6,780
-1,841
-21% -$40.4K ﹤0.01% 1869
2022
Q2 		$188K Sell
8,621
-26,815
-76% -$645K ﹤0.01% 1830
2022
Q1 		$961K Buy
35,436
+3,006
+9% +$78K ﹤0.01% 1242
2021
Q4 		$952K Buy
32,430
+5,726
+21% +$157K ﹤0.01% 1265
2021
Q3 		$670K Hold
26,704
– – ﹤0.01% 1388
2021
Q2 		$706K Buy
26,704
+1,704
+7% +$43K ﹤0.01% 1351
2021
Q1 		$586K Sell
25,000
-56,445
-69% -$1.22M ﹤0.01% 1249
2020
Q4 		$1.68M Buy
81,445
+1,665
+2% +$31.7K 0.01% 807
2020
Q3 		$1.43M Sell
79,780
-18,332
-19% -$334K 0.01% 749
2020
Q2 		$1.76M Buy
98,112
+1,188
+1% +$20.4K 0.01% 621
2020
Q1 		$1.52M Buy
96,924
+1,021
+1% +$22.3K 0.01% 597
2019
Q4 		$2.31M Buy
95,903
+4,559
+5% +$108K 0.01% 586
2019
Q3 		$2.17M Buy
91,344
+6,679
+8% +$153K 0.01% 574
2019
Q2 		$1.9M Buy
84,665
+1,258
+2% +$28K 0.01% 602
2019
Q1 		$1.87M Buy
83,407
+1,288
+2% +$27.1K 0.01% 628
2018
Q4 		$1.52M Buy
82,119
+4,697
+6% +$94.6K 0.01% 628
2018
Q3 		$1.7M Buy
77,422
+938
+1% +$21.1K 0.01% 667
2018
Q2 		$1.73M Buy
+76,484
New +$1.7M 0.01% 633
2015
Q2 		– Sell
-26,236
Closed -$704K – 1093
2015
Q1 		$704K Buy
26,236
+4,087
+18% +$112K 0.01% 617
2014
Q4 		$597K Hold
22,149
– – 0.01% 654
2014
Q3 		$557K Buy
22,149
+13,816
+166% +$369K 0.01% 659
2014
Q2 		$228K Buy
+8,333
New +$218K ﹤0.01% 777

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IGR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its CBRE Global Real Estate Income Fund (IGR) stake by 0.24% in Q3 2023, buying an estimated $1.17K and bringing the position to 31,284 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

JP Morgan Private Wealth Advisors first reported a position in IGR in Q2 2014 and has held it in 26 quarters since. The position peaked at $2.31M in Q4 2019. 123 funds tracked by Wall St. Rank hold IGR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 31,284 shares of CBRE Global Real Estate Income Fund worth $422K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 75 CBRE Global Real Estate Income Fund shares in Q3 2023, an estimated $1.17K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1315 holding.
  • JP Morgan Private Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q2 2014 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $2.31M in Q4 2019.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.