PA
IGR

PSI Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

PSI Advisors’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
Q4 		– Sell
-200
Closed -$3.94K – 900
2024
Q3 		$3.94K Hold
200
– – ﹤0.01% 689
2024
Q2 		$3.02K Hold
200
– – ﹤0.01% 685
2024
Q1 		$3.23K Hold
200
– – ﹤0.01% 633
2023
Q4 		$3.26K Hold
200
– – ﹤0.01% 677
2023
Q3 		$2.7K Hold
200
– – ﹤0.01% 671
2023
Q2 		$3.14K Hold
200
– – ﹤0.01% 634
2023
Q1 		$3.19K Hold
200
– – ﹤0.01% 576
2022
Q4 		$3.44K Hold
200
– – ﹤0.01% 559
2022
Q3 		$3K Hold
200
– – ﹤0.01% 588
2022
Q2 		$4K Hold
200
– – ﹤0.01% 598
2022
Q1 		$5K Hold
200
– – ﹤0.01% 553
2021
Q4 		$6K Hold
200
– – ﹤0.01% 567
2021
Q3 		$5K Buy
+200
New +$5.39K ﹤0.01% 578
2020
Q1 		– Sell
-200
Closed -$4K – 317
2019
Q4 		$4K Buy
+200
New +$4.75K ﹤0.01% 572

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

PSI Advisors's IGR Position: Q4 2024 in Review

PSI Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2024, closing a stake of 200 shares — an estimated $3.94K sold.

PSI Advisors first reported a position in IGR in Q4 2019 and held it in 14 quarters. The position peaked at $6K in Q4 2021. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2024.

  • PSI Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • PSI Advisors sold 200 CBRE Global Real Estate Income Fund shares in Q4 2024, an estimated $3.94K.
  • PSI Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2019 and held it in 14 quarters.
  • PSI Advisors's CBRE Global Real Estate Income Fund position peaked at $6K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2024.

Based on PSI Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.