Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

IGRIGR

Showing 8 of 17 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in CBRE GBL REAL ESTATE INC FD

Yes. United Capital Financial Advisors holds 11,006 shares of IGR, worth $50,297, as of its Q2 2026 13F filing. It increased the position by 559 shares (+5.4%) from Q1 2026. United Capital Financial Advisors has held IGR since Q2 2022, across 17 quarterly 13F filings.

Current Value

$50,297

Current Shares

11,006

Total Value Change

-$31,480

Total Shares Change

-1,441

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,006
+5.3%
$50,2970.0%$4.14
22
2026-Q1
Unchanged
10,447
0.0%
$44,2950.0%$3.50
0
2025-Q4
Unchanged
10,447
0.0%
$45,7580.0%$3.11
0
2025-Q3
Unchanged
10,447
0.0%
$53,6980.0%$3.25
0
2025-Q2
Unchanged
10,447
0.0%
$55,2650.0%$3.00
0
2025-Q1
Unchanged
10,447
0.0%
$53,9070.0%$2.62
0
2024-Q4
Decreased
10,447
-16.1%
$50,2500.0%$2.20
0
2024-Q3
Unchanged
12,447
0.0%
$81,7770.0%$2.73
0

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