Heritage Wealth Management, Inc. /Ca/ Cbre Global Real Estate Income Fund Transaction History
Heritage Wealth Management, Inc. /Ca/
- $136 Billion
- Q2 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 15,024 shares of IGR stock, worth $96,754. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,024
Previous 14,884
0.94%
Holding current value
$96,754
Previous $80.1 Million
5.44%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IGR
# of Institutions
118Shares Held
33.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.3MShares$79.3 Million0.0% of portfolio
-
Ubs Group Ag4.81MShares$31 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$16.3 Million0.0% of portfolio
-
City Of London Investment Management CO LTD London, X01.55MShares$9.98 Million0.67% of portfolio
-
Flagship Harbor Advisors, LLC1.46MShares$9.39 Million0.51% 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...