Laird Norton Wetherby Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Laird Norton Wetherby 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
2022 Q3	–	Sell	-6,559	Closed	-$142K	–	907
2022 Q2	$142K	Buy	+6,559	New	+$158K	0.01%	845
2022 Q1	–	Sell	-3,575	Closed	-$105K	–	951
2021 Q4	$105K	Hold	3,575	–	–	0.01%	909
2021 Q3	$90K	Hold	3,575	–	–	0.01%	913
2021 Q2	$94K	Buy	+3,575	New	+$90.1K	0.01%	916
2021 Q1	–	Sell	-3,575	Closed	-$74K	–	836
2020 Q4	$74K	Buy	+3,575	New	+$68.1K	0.01%	885

Other funds holding IGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IGR Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2022, closing a stake of 6,559 shares — an estimated $142K sold.

Laird Norton Wetherby Wealth Management first reported a position in IGR in Q4 2020 and held it in 5 quarters. The position peaked at $142K in Q2 2022. 118 funds tracked by Wall St. Rank hold IGR as of Q3 2022.

Laird Norton Wetherby Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 6,559 CBRE Global Real Estate Income Fund shares in Q3 2022, an estimated $142K.
Laird Norton Wetherby Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2020 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's CBRE Global Real Estate Income Fund position peaked at $142K in Q2 2022.
118 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.