Pinnacle Financial Partners (Tennessee)’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2022 Q1	–	Sell	-3,274	Closed	-$32K	–	459
2021 Q4	$32K	Sell	3,274 -305	-9%	-$2.78K	﹤0.01%	427
2021 Q3	$30K	Hold	3,579	–	–	﹤0.01%	423
2021 Q2	$32K	Sell	3,579 -16,407	-82%	-$138K	﹤0.01%	414
2021 Q1	$138K	Hold	19,986	–	–	0.01%	349
2020 Q4	$120K	Hold	19,986	–	–	0.01%	352
2020 Q3	$120K	Hold	19,986	–	–	0.01%	339
2020 Q2	$119K	Hold	19,986	–	–	0.01%	324
2020 Q1	$105K	Sell	19,986 -10	-0.1%	-$73	0.01%	326
2019 Q4	$160K	Hold	19,996	–	–	0.01%	361
2019 Q3	$158K	Hold	19,996	–	–	0.01%	340
2019 Q2	$150K	Buy	19,996 +7,054	+55%	+$52.4K	0.01%	343
2019 Q1	$97K	Buy	+12,942	New	+$90.6K	0.01%	341
2018 Q4	–	Sell	-7,668	Closed	-$56K	–	367
2018 Q3	$56K	Hold	7,668	–	–	﹤0.01%	358
2018 Q2	$58K	Buy	7,668 +435	+6%	+$3.23K	0.01%	333
2018 Q1	$53K	Buy	+7,233	New	+$54.4K	0.01%	338

Other funds holding IGR

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IGR Position: Q1 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2022, closing a stake of 3,274 shares — an estimated $32K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IGR in Q1 2018 and held it in 15 quarters. The position peaked at $160K in Q4 2019. 126 funds tracked by Wall St. Rank hold IGR as of Q1 2022.

Pinnacle Financial Partners (Tennessee) reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2022 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 3,274 CBRE Global Real Estate Income Fund shares in Q1 2022, an estimated $32K.
Pinnacle Financial Partners (Tennessee) first reported a position in CBRE Global Real Estate Income Fund in Q1 2018 and held it in 15 quarters.
Pinnacle Financial Partners (Tennessee)'s CBRE Global Real Estate Income Fund position peaked at $160K in Q4 2019.
126 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2022, filed 2 May 2022.