WI
IGR

Wintrust Investments’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Wintrust Investments’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
Q4 		$18K Sell
1,244
-350
-22% -$5.97K 0.02% 402
2024
Q3 		$31K Sell
1,594
-14,413
-90% -$255K 0.02% 394
2024
Q2 		$242K Sell
16,007
-569
-3% -$8.59K 0.02% 419
2024
Q1 		$268K Sell
16,576
-113
-0.7% -$1.77K 0.02% 399
2023
Q4 		$272K Sell
16,689
-994
-6% -$13.7K 0.03% 362
2023
Q3 		$239K Sell
17,683
-1,156
-6% -$18K 0.03% 359
2023
Q2 		$296K Buy
18,839
+193
+1% +$3.05K 0.03% 340
2023
Q1 		$297K Buy
18,646
+1,816
+11% +$34K 0.04% 276
2022
Q4 		$289K Sell
16,830
-771
-4% -$13.6K 0.04% 293
2022
Q3 		$305K Buy
17,601
+639
+4% +$14K 0.04% 300
2022
Q2 		$369K Buy
16,962
+1,160
+7% +$27.9K 0.04% 269
2022
Q1 		$429K Buy
15,802
+2,443
+18% +$63.4K 0.04% 269
2021
Q4 		$392K Buy
+13,359
New +$365K 0.04% 293
2021
Q3 		– Sell
-11,598
Closed -$307K – 343
2021
Q2 		$307K Buy
11,598
+573
+5% +$14.4K 0.03% 336
2021
Q1 		$258K Buy
11,025
+152
+1% +$3.3K 0.03% 353
2020
Q4 		$224K Sell
10,873
-492
-4% -$9.37K 0.06% 161
2020
Q3 		$204K Sell
11,365
-424
-4% -$7.72K 0.03% 329
2020
Q2 		$211K Sell
11,789
-165
-1% -$2.83K 0.03% 320
2020
Q1 		$188K Buy
11,954
+1,714
+17% +$37.5K 0.03% 305
2019
Q4 		$246K Sell
10,240
-2,446
-19% -$58.2K 0.03% 306
2019
Q3 		$301K Buy
12,686
+1,252
+11% +$28.7K 0.04% 282
2019
Q2 		$257K Buy
11,434
+1,581
+16% +$35.2K 0.04% 310
2019
Q1 		$221K Sell
9,853
-226
-2% -$4.75K 0.04% 318
2018
Q4 		$186K Sell
10,079
-393
-4% -$7.92K 0.03% 315
2018
Q3 		$229K Sell
10,472
-1,658
-14% -$37.3K 0.04% 322
2018
Q2 		$274K Buy
12,130
+119
+1% +$2.65K 0.05% 295
2018
Q1 		$263K Buy
12,011
+1,006
+9% +$22.7K 0.07% 211
2017
Q4 		$261K Buy
11,005
+1,562
+17% +$36.7K 0.06% 243
2017
Q3 		$224K Buy
9,443
+402
+4% +$9.39K 0.06% 252
2017
Q2 		$209K Buy
9,041
+1,893
+26% +$43.3K 0.06% 276
2017
Q1 		$160K Buy
7,148
+2,261
+46% +$50.6K 0.05% 281
2016
Q4 		$107K Buy
+4,887
New +$110K 0.04% 211

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

Wintrust Investments's IGR Position: Q4 2024 in Review

Wintrust Investments reduced its CBRE Global Real Estate Income Fund (IGR) stake by 22% in Q4 2024, selling an estimated $5.97K and leaving 1,244 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #402.

Wintrust Investments first reported a position in IGR in Q4 2016 and has held it in 32 quarters since. The position peaked at $429K in Q1 2022. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2024.

  • Wintrust Investments held 1,244 shares of CBRE Global Real Estate Income Fund worth $18K as of Q4 2024.
  • Wintrust Investments sold 350 CBRE Global Real Estate Income Fund shares in Q4 2024, an estimated $5.97K.
  • CBRE Global Real Estate Income Fund made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #402 holding.
  • Wintrust Investments first reported a position in CBRE Global Real Estate Income Fund in Q4 2016 and has held it in 32 quarters since.
  • Wintrust Investments's CBRE Global Real Estate Income Fund position peaked at $429K in Q1 2022.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.