TCM
IGR

TD Capital Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

TD Capital 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
Q3 		– Sell
-1,707
Closed -$26.8K – 426
2023
Q2 		$26.8K Buy
+1,707
New +$27K ﹤0.01% 222
2016
Q3 		– Sell
-228
Closed -$6K – 171
2016
Q2 		$6K Buy
+228
New +$5.39K ﹤0.01% 125

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

TD Capital Management's IGR Position: Q3 2023 in Review

TD Capital Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2023, closing a stake of 1,707 shares — an estimated $26.8K sold.

TD Capital Management first reported a position in IGR in Q2 2016 and held it in 2 quarters. The position peaked at $26.8K in Q2 2023. 123 funds tracked by Wall St. Rank hold IGR as of Q3 2023.

  • TD Capital Management reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2023 after selling out during the quarter.
  • TD Capital Management sold 1,707 CBRE Global Real Estate Income Fund shares in Q3 2023, an estimated $26.8K.
  • TD Capital Management first reported a position in CBRE Global Real Estate Income Fund in Q2 2016 and held it in 2 quarters.
  • TD Capital Management's CBRE Global Real Estate Income Fund position peaked at $26.8K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2023.

Based on TD Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.