RFA
IGR

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

Reilly Financial 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
2021
Q4 		$33K Buy
+1,133
New +$31K ﹤0.01% 476
2020
Q4 		– Sell
-429
Closed -$8K – 903
2020
Q3 		$8K Buy
+429
New +$7.82K ﹤0.01% 605

Other funds holding IGR

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
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
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Reilly Financial Advisors's IGR Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q4 2021: 1,133 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in IGR as recently as Q3 2020.

Reilly Financial Advisors first reported a position in IGR in Q3 2020 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold IGR as of Q4 2021.

  • Reilly Financial Advisors held 1,133 shares of CBRE Global Real Estate Income Fund worth $33K as of Q4 2021.
  • CBRE Global Real Estate Income Fund was a new Reilly Financial Advisors position in Q4 2021.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #476 holding.
  • Reilly Financial Advisors first reported a position in CBRE Global Real Estate Income Fund in Q3 2020 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.