Heritage Wealth Management, Inc. /Ca/ Cbre Global Real Estate Income Fund Transaction History
Heritage Wealth Management, Inc. /Ca/
- $141 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Cbre Global Real Estate Income Fund stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 13,147 shares of IGR stock, worth $72,439. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,147
Previous 15,024
12.49%
Holding current value
$72,439
Previous $75.7 Million
14.07%
% of portfolio
0.06%
Previous 0.06%
Shares
4 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...