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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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-4,100
Closed
-$22.1K
–
2180
2024
Q1
$22.1K
Hold
4,100
–
–
﹤0.01%
1036
2023
Q4
$22.3K
Hold
4,100
–
–
﹤0.01%
1030
2023
Q3
$18.4K
Hold
4,100
–
–
﹤0.01%
1103
2023
Q2
$21.4K
Hold
4,100
–
–
﹤0.01%
1078
2023
Q1
$21.8K
Hold
4,100
–
–
﹤0.01%
1071
2022
Q4
$23K
Hold
4,100
–
–
﹤0.01%
1069
2022
Q3
$24K
Hold
4,100
–
–
﹤0.01%
1051
2022
Q2
$30K
Hold
4,100
–
–
﹤0.01%
1044
2022
Q1
$37K
Hold
4,100
–
–
﹤0.01%
1040
2021
Q4
$40K
Buy
+4,100
New
+$37.4K
﹤0.01%
1053
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$1.66T AUM
25.57%
1-Year Est. Return
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$666B AUM
30.12%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
FHA
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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
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
PWSG
Pacific Wealth Strategies Group
Santa Barbara, California
$160M AUM
20.52%
1-Year Est. Return
SA
Sanctuary Advisors
Indianapolis, Indiana
$18.5B AUM
23.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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