Money Concepts Capital’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Money Concepts 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
2023 Q1	–	Sell	-1,167	Closed	-$20.1K	–	1650
2022 Q4	$20.1K	Buy	+1,167	New	+$20.6K	﹤0.01%	1680
2022 Q2	–	Sell	-667	Closed	-$18K	–	2015
2022 Q1	$18K	Buy	+667	New	+$17.3K	﹤0.01%	1656

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Money Concepts Capital's IGR Position: Q1 2023 in Review

Money Concepts Capital sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2023, closing a stake of 1,167 shares — an estimated $20.1K sold.

Money Concepts Capital first reported a position in IGR in Q1 2022 and held it in 2 quarters. The position peaked at $20.1K in Q4 2022. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2023.

Money Concepts Capital reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,167 CBRE Global Real Estate Income Fund shares in Q1 2023, an estimated $20.1K.
Money Concepts Capital first reported a position in CBRE Global Real Estate Income Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's CBRE Global Real Estate Income Fund position peaked at $20.1K in Q4 2022.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.