MML Investors Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

MML Investors Services’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	-3,611	Closed	-$58K	–	2319
2023 Q1	$58K	Sell	3,611 -1,108	-23%	-$20.7K	﹤0.01%	1991
2022 Q4	$81K	Buy	+4,719	New	+$83.4K	﹤0.01%	2105
2019 Q4	–	Sell	-4,424	Closed	-$105K	–	1526
2019 Q3	$105K	Sell	4,424 -517	-10%	-$11.8K	﹤0.01%	1446
2019 Q2	$111K	Sell	4,941 -610	-11%	-$13.6K	﹤0.01%	1560
2019 Q1	$124K	Sell	5,551 -213	-4%	-$4.47K	﹤0.01%	1547
2018 Q4	$107K	Sell	5,764 -1,310	-19%	-$26.4K	﹤0.01%	1454
2018 Q3	$155K	Sell	7,074 -3,026	-30%	-$68.1K	﹤0.01%	1536
2018 Q2	$228K	Buy	+10,100	New	+$225K	0.01%	1208

Other funds holding IGR

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

MML Investors Services's IGR Position: Q2 2023 in Review

MML Investors Services sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2023, closing a stake of 3,611 shares — an estimated $58K sold.

MML Investors Services first reported a position in IGR in Q2 2018 and held it in 8 quarters. The position peaked at $228K in Q2 2018. 135 funds tracked by Wall St. Rank hold IGR as of Q2 2023.

MML Investors Services reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2023 after selling out during the quarter.
MML Investors Services sold 3,611 CBRE Global Real Estate Income Fund shares in Q2 2023, an estimated $58K.
MML Investors Services first reported a position in CBRE Global Real Estate Income Fund in Q2 2018 and held it in 8 quarters.
MML Investors Services's CBRE Global Real Estate Income Fund position peaked at $228K in Q2 2018.
135 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2023.

Based on MML Investors Services's 13F filing for Q2 2023, filed 14 Aug 2023.