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
-14,800
Closed -$100K – 85
2022
Q4 		$100K Buy
+14,800
New +$87.2K 0.06% 119

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 14,800 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 14,800 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.