Lido Advisors
IGR icon

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

Lido 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
Q2 		– Sell
-3,964
Closed -$63.1K – 1258
2023
Q1 		$63.1K Buy
+3,964
New +$74.1K ﹤0.01% 1101
2020
Q2 		– Sell
-12,465
Closed -$196K – 635
2020
Q1 		$196K Hold
12,465
– – 0.01% 523
2019
Q4 		$300K Buy
+12,465
New +$296K 0.01% 504

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Lido Advisors's IGR Position: Q2 2023 in Review

Lido Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2023, closing a stake of 3,964 shares — an estimated $63.1K sold.

Lido Advisors first reported a position in IGR in Q4 2019 and held it in 3 quarters. The position peaked at $300K in Q4 2019. 135 funds tracked by Wall St. Rank hold IGR as of Q2 2023.

  • Lido Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2023 after selling out during the quarter.
  • Lido Advisors sold 3,964 CBRE Global Real Estate Income Fund shares in Q2 2023, an estimated $63.1K.
  • Lido Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2019 and held it in 3 quarters.
  • Lido Advisors's CBRE Global Real Estate Income Fund position peaked at $300K in Q4 2019.
  • 135 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.