LSC
IGR

Logan Stone Capital’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Logan Stone Capital’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
2024
Q1 		– Sell
-10,082
Closed -$164K – 160
2023
Q4 		$164K Buy
+10,082
New +$138K 0.03% 137

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
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Logan Stone Capital's IGR Position: Q1 2024 in Review

Logan Stone Capital sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2024, closing a stake of 10,082 shares — an estimated $164K sold.

Logan Stone Capital first reported a position in IGR in Q4 2023 and held it in 1 quarter. The position peaked at $164K in Q4 2023. 123 funds tracked by Wall St. Rank hold IGR as of Q1 2024.

  • Logan Stone Capital reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2024 after selling out during the quarter.
  • Logan Stone Capital sold 10,082 CBRE Global Real Estate Income Fund shares in Q1 2024, an estimated $164K.
  • Logan Stone Capital first reported a position in CBRE Global Real Estate Income Fund in Q4 2023 and held it in 1 quarter.
  • Logan Stone Capital's CBRE Global Real Estate Income Fund position peaked at $164K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2024.

Based on Logan Stone Capital's 13F filing for Q1 2024, filed 15 May 2024.