SWM
IGR

Scissortail Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Scissortail Wealth Management’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
-4,933
Closed -$100K – 85
2022
Q4 		$100K Buy
+4,933
New +$87.2K 0.06% 119

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
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
Osaic Holdings
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

Scissortail Wealth Management's IGR Position: Q1 2023 in Review

Scissortail Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2023, closing a stake of 4,933 shares — an estimated $100K sold.

Scissortail Wealth Management first reported a position in IGR in Q4 2022 and held it in 1 quarter. The position peaked at $100K in Q4 2022. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2023.

  • Scissortail Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2023 after selling out during the quarter.
  • Scissortail Wealth Management sold 4,933 CBRE Global Real Estate Income Fund shares in Q1 2023, an estimated $100K.
  • Scissortail Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2022 and held it in 1 quarter.
  • Scissortail Wealth Management's CBRE Global Real Estate Income Fund position peaked at $100K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2023.

Based on Scissortail Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.