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

IGRIGR
17 quarters

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 11,006 shares of IGR (CBRE GBL REAL ESTATE INC FD), worth $50,297 as of 2026-Q2. The position was increased (+5.3% shares). IGR represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$50,297

Current Shares

11,006

Total Value Change

-$64,703

Total Shares Change

-4,841

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,006
+5.3%
$50,2970.0%$4.27
22
2026-Q1
Unchanged
10,447
0.0%
$44,2950.0%$3.61
0
2025-Q4
Unchanged
10,447
0.0%
$45,7580.0%$3.21
0
2025-Q3
Unchanged
10,447
0.0%
$53,6980.0%$3.35
0
2025-Q2
Unchanged
10,447
0.0%
$55,2650.0%$3.09
0
2025-Q1
Unchanged
10,447
0.0%
$53,9070.0%$2.71
0
2024-Q4
Decreased
10,447
-16.1%
$50,2500.0%$2.27
0
2024-Q3
Unchanged
12,447
0.0%
$81,7770.0%$2.81
0
2024-Q2
Unchanged
12,447
0.0%
$62,7330.0%$1.97
0
2024-Q1
Unchanged
12,447
0.0%
$66,9650.0%$1.88
0
2023-Q4
Unchanged
12,447
0.0%
$67,5870.0%$1.71
0
2023-Q3
Decreased
12,447
-21.5%
$56,0120.0%$1.26
0
2023-Q2
Unchanged
15,847
0.0%
$82,8800.0%$1.32
0
2023-Q1
Unchanged
15,847
0.0%
$84,1480.0%$1.21
0
2022-Q4
Unchanged
15,847
0.0%
$90,8030.0%$1.20
0
2022-Q3
Unchanged
15,847
0.0%
$91,0000.0%$1.10
0
2022-Q2
New
15,847
-
$115,0000.0%$1.28
30

Other major holders of IGR: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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