LWM
IGR

Laidlaw Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Laidlaw Wealth Management’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
2021
Q4 		– Sell
-15,541
Closed -$390K – 405
2021
Q3 		$390K Buy
15,541
+1,497
+11% +$40.3K 0.1% 171
2021
Q2 		$371K Buy
14,044
+764
+6% +$19.3K 0.1% 177
2021
Q1 		$311K Buy
+13,280
New +$288K 0.11% 162

Other funds holding IGR

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Laidlaw Wealth Management's IGR Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2021, closing a stake of 15,541 shares — an estimated $390K sold.

Laidlaw Wealth Management first reported a position in IGR in Q1 2021 and held it in 3 quarters. The position peaked at $390K in Q3 2021. 126 funds tracked by Wall St. Rank hold IGR as of Q4 2021.

  • Laidlaw Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 15,541 CBRE Global Real Estate Income Fund shares in Q4 2021, an estimated $390K.
  • Laidlaw Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q1 2021 and held it in 3 quarters.
  • Laidlaw Wealth Management's CBRE Global Real Estate Income Fund position peaked at $390K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.