UB
IGR

UMB Bank’s CBRE Global Real Estate Income Fund IGR Stock Holding History

UMB Bank’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
-1,367
Closed -$22.1K – 2180
2024
Q1 		$22.1K Hold
1,367
– – ﹤0.01% 1036
2023
Q4 		$22.3K Hold
1,367
– – ﹤0.01% 1030
2023
Q3 		$18.4K Hold
1,367
– – ﹤0.01% 1103
2023
Q2 		$21.4K Hold
1,367
– – ﹤0.01% 1078
2023
Q1 		$21.8K Hold
1,367
– – ﹤0.01% 1071
2022
Q4 		$23K Hold
1,367
– – ﹤0.01% 1069
2022
Q3 		$24K Hold
1,367
– – ﹤0.01% 1051
2022
Q2 		$30K Hold
1,367
– – ﹤0.01% 1044
2022
Q1 		$37K Hold
1,367
– – ﹤0.01% 1040
2021
Q4 		$40K Buy
+1,367
New +$37.4K ﹤0.01% 1053

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $21.6B AUM 28.31% 1-Year Est. Return

UMB Bank's IGR Position: Q2 2024 in Review

UMB Bank sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2024, closing a stake of 1,367 shares — an estimated $22.1K sold.

UMB Bank first reported a position in IGR in Q4 2021 and held it in 10 quarters. The position peaked at $40K in Q4 2021. 113 funds tracked by Wall St. Rank hold IGR as of Q2 2024.

  • UMB Bank reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2024 after selling out during the quarter.
  • UMB Bank sold 1,367 CBRE Global Real Estate Income Fund shares in Q2 2024, an estimated $22.1K.
  • UMB Bank first reported a position in CBRE Global Real Estate Income Fund in Q4 2021 and held it in 10 quarters.
  • UMB Bank's CBRE Global Real Estate Income Fund position peaked at $40K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.