SPC
IGR

Spirepoint Private Client’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Spirepoint Private Client’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
2024
Q2 		– Sell
-10,795
Closed -$58.1K – 212
2024
Q1 		$58.1K Buy
+10,795
New +$56.4K 0.01% 201

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Spirepoint Private Client's IGR Position: Q2 2024 in Review

Spirepoint Private Client sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2024, closing a stake of 10,795 shares — an estimated $58.1K sold.

Spirepoint Private Client first reported a position in IGR in Q1 2024 and held it in 1 quarter. The position peaked at $58.1K in Q1 2024. 113 funds tracked by Wall St. Rank hold IGR as of Q2 2024.

  • Spirepoint Private Client reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2024 after selling out during the quarter.
  • Spirepoint Private Client sold 10,795 CBRE Global Real Estate Income Fund shares in Q2 2024, an estimated $58.1K.
  • Spirepoint Private Client first reported a position in CBRE Global Real Estate Income Fund in Q1 2024 and held it in 1 quarter.
  • Spirepoint Private Client's CBRE Global Real Estate Income Fund position peaked at $58.1K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2024.

Based on Spirepoint Private Client's 13F filing for Q2 2024, filed 8 Aug 2024.