ME
IGR

McIlrath & Eck’s CBRE Global Real Estate Income Fund IGR Stock Holding History

McIlrath & Eck’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
Q4 		– Sell
-3,333
Closed -$45K – 935
2023
Q3 		$45K Hold
3,333
– – 0.01% 276
2023
Q2 		$52.3K Buy
+3,333
New +$52.7K 0.01% 252

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

McIlrath & Eck's IGR Position: Q4 2023 in Review

McIlrath & Eck sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2023, closing a stake of 3,333 shares — an estimated $45K sold.

McIlrath & Eck first reported a position in IGR in Q2 2023 and held it in 2 quarters. The position peaked at $52.3K in Q2 2023. 133 funds tracked by Wall St. Rank hold IGR as of Q4 2023.

  • McIlrath & Eck reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2023 after selling out during the quarter.
  • McIlrath & Eck sold 3,333 CBRE Global Real Estate Income Fund shares in Q4 2023, an estimated $45K.
  • McIlrath & Eck first reported a position in CBRE Global Real Estate Income Fund in Q2 2023 and held it in 2 quarters.
  • McIlrath & Eck's CBRE Global Real Estate Income Fund position peaked at $52.3K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2023.

Based on McIlrath & Eck's 13F filing for Q4 2023, filed 6 Feb 2024.