RIA
IGR

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

Realta Investment 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
2020
Q1 		– Sell
-4,200
Closed -$34K – 812
2019
Q4 		$34K Buy
4,200
+1,100
+35% +$8.72K 0.01% 767
2019
Q3 		$25K Hold
3,100
– – 0.01% 856
2019
Q2 		$23K Hold
3,100
– – 0.01% 891
2019
Q1 		$23K Buy
+3,100
New +$21.7K 0.01% 724

Other funds holding IGR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Realta Investment Advisors's IGR Position: Q1 2020 in Review

Realta Investment Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2020, closing a stake of 4,200 shares — an estimated $34K sold.

Realta Investment Advisors first reported a position in IGR in Q1 2019 and held it in 4 quarters. The position peaked at $34K in Q4 2019. 132 funds tracked by Wall St. Rank hold IGR as of Q1 2020.

  • Realta Investment Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 4,200 CBRE Global Real Estate Income Fund shares in Q1 2020, an estimated $34K.
  • Realta Investment Advisors first reported a position in CBRE Global Real Estate Income Fund in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's CBRE Global Real Estate Income Fund position peaked at $34K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.