Vanguard Personalized Indexing Management
IGR

Vanguard Personalized Indexing Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Vanguard Personalized Indexing 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
-3,695
Closed -$58K – 1516
2023
Q2 		$58K Buy
+3,695
New +$58.4K ﹤0.01% 1420

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

Vanguard Personalized Indexing Management's IGR Position: Q3 2023 in Review

Vanguard Personalized Indexing Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2023, closing a stake of 3,695 shares — an estimated $58K sold.

Vanguard Personalized Indexing Management first reported a position in IGR in Q2 2023 and held it in 1 quarter. The position peaked at $58K in Q2 2023. 123 funds tracked by Wall St. Rank hold IGR as of Q3 2023.

  • Vanguard Personalized Indexing Management reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 3,695 CBRE Global Real Estate Income Fund shares in Q3 2023, an estimated $58K.
  • Vanguard Personalized Indexing Management first reported a position in CBRE Global Real Estate Income Fund in Q2 2023 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's CBRE Global Real Estate Income Fund position peaked at $58K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2023, filed 8 Nov 2023.