SIS
IGR

Sound Income Strategies’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Sound Income Strategies’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
-1,602
Closed -$9.18K – 1099
2022
Q4 		$9.18K Buy
+1,602
New +$9.44K ﹤0.01% 535

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 $2.61B 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 $68.3B AUM 20.5% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Sound Income Strategies's IGR Position: Q1 2023 in Review

Sound Income Strategies sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2023, closing a stake of 1,602 shares — an estimated $9.18K sold.

Sound Income Strategies first reported a position in IGR in Q4 2022 and held it in 1 quarter. The position peaked at $9.18K in Q4 2022. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2023.

  • Sound Income Strategies reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2023 after selling out during the quarter.
  • Sound Income Strategies sold 1,602 CBRE Global Real Estate Income Fund shares in Q1 2023, an estimated $9.18K.
  • Sound Income Strategies first reported a position in CBRE Global Real Estate Income Fund in Q4 2022 and held it in 1 quarter.
  • Sound Income Strategies's CBRE Global Real Estate Income Fund position peaked at $9.18K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2023.

Based on Sound Income Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.