United Capital Financial Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

United Capital Financial Advisors’s Portfolio IGR Stock Details IGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.3K	Buy	11,006 +559	+5%	+$2.6K	﹤0.01%	1611
2026 Q1	$44.3K	Hold	10,447	–	–	﹤0.01%	1624
2025 Q4	$45.8K	Hold	10,447	–	–	﹤0.01%	1362
2025 Q3	$53.7K	Hold	10,447	–	–	﹤0.01%	1197
2025 Q2	$55.3K	Hold	10,447	–	–	﹤0.01%	1084
2025 Q1	$53.9K	Hold	10,447	–	–	﹤0.01%	1053
2024 Q4	$50.3K	Sell	10,447 -2,000	-16%	-$11.4K	﹤0.01%	1051
2024 Q3	$81.8K	Hold	12,447	–	–	﹤0.01%	1035
2024 Q2	$62.7K	Hold	12,447	–	–	﹤0.01%	1014
2024 Q1	$67K	Hold	12,447	–	–	﹤0.01%	1061
2023 Q4	$67.6K	Hold	12,447	–	–	﹤0.01%	1048
2023 Q3	$56K	Sell	12,447 -3,400	-21%	-$17.6K	﹤0.01%	824
2023 Q2	$82.9K	Hold	15,847	–	–	﹤0.01%	880
2023 Q1	$84.1K	Hold	15,847	–	–	﹤0.01%	949
2022 Q4	$90.8K	Hold	15,847	–	–	﹤0.01%	1010
2022 Q3	$91K	Hold	15,847	–	–	﹤0.01%	1057
2022 Q2	$115K	Buy	+15,847	New	+$127K	﹤0.01%	1082

Other funds holding IGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Capital Financial Advisors's IGR Position: Q2 2026 in Review

United Capital Financial Advisors increased its CBRE Global Real Estate Income Fund (IGR) stake by 5.4% in Q2 2026, buying an estimated $2.6K and bringing the position to 11,006 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

United Capital Financial Advisors first reported a position in IGR in Q2 2022 and has held it in 17 quarters since. The position peaked at $115K in Q2 2022. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

United Capital Financial Advisors held 11,006 shares of CBRE Global Real Estate Income Fund worth $50.3K as of Q2 2026.
United Capital Financial Advisors bought 559 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $2.6K.
CBRE Global Real Estate Income Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1611 holding.
United Capital Financial Advisors first reported a position in CBRE Global Real Estate Income Fund in Q2 2022 and has held it in 17 quarters since.
United Capital Financial Advisors's CBRE Global Real Estate Income Fund position peaked at $115K in Q2 2022.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.