Ep Wealth Advisors, LLC Cbre Global Real Estate Income Fund Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Cbre Global Real Estate Income Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 35,249 shares of IGR stock, worth $194,221. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35,249
Previous 35,249
-0.0%
Holding current value
$194,221
Previous $177,000
30.51%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IGR
# of Institutions
116Shares Held
34.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.5MShares$63.5 Million0.01% of portfolio
-
Ubs Group Ag5.19MShares$28.6 Million0.01% of portfolio
-
Penserra Capital Management LLC Orinda, CA3.2MShares$17.6 Million0.46% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$12 Million0.0% of portfolio
-
Flagship Harbor Advisors, LLC1.59MShares$8.74 Million0.6% of portfolio
About CBRE GLOBAL REAL ESTATE INCOME FUND
- Ticker IGR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- CBRE Clarion Global Real Estate Income Fund specializes in investments in various property types, including office, retail, diversified, apartments, industrials, hotels, healthcare, and storage. It invests in the public equity markets across the developed markets of North America, Europe, Australia, and Asia. The fund seeks to invest in stocks o...