Question 1

How many shares of IGR does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 11,006 shares of IGR (CBRE GBL REAL ESTATE INC FD).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's IGR position worth?

Accepted Answer

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC's IGR position is worth $50,297.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling IGR?

Accepted Answer

In 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their IGR position (+5.3% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy IGR?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in IGR in 2024-Q3. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	11,006	+5.3%	$50,297	0.0%	$4.27	22
2026-Q1	Unchanged	10,447	0.0%	$44,295	0.0%	$3.61	0
2025-Q4	Unchanged	10,447	0.0%	$45,758	0.0%	$3.21	0
2025-Q3	Unchanged	10,447	0.0%	$53,698	0.0%	$3.35	0
2025-Q2	Unchanged	10,447	0.0%	$55,265	0.0%	$3.09	0
2025-Q1	Unchanged	10,447	0.0%	$53,907	0.0%	$2.71	0
2024-Q4	Decreased	10,447	-16.1%	$50,250	0.0%	$2.27	0
2024-Q3	Unchanged	12,447	0.0%	$81,777	0.0%	$2.81	0