UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1463217
IRVING, TX
Position in IGR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$50,737
+$4,875 QoQ
Shares Held
11,006
+5.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 124 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,665,840 across 38 Asset Management names. IGR ranks #38 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
243,165 | $22,317,683 | |
| 2 | ARES |
Ares Management Corp
|
106,313 | $11,833,700 | |
| 3 | BX |
Blackstone Inc.
|
89,717 | $10,556,999 | |
| 4 | BLK |
BlackRock, Inc.
|
8,301 | $7,981,909 | |
| 5 | NTRS |
Northern Trust Corp
|
40,661 | $7,068,508 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
278,557 | $3,027,914 | |
| 7 | AMP |
Ameriprise Financial Inc
|
5,940 | $2,725,034 | |
| 8 | STT |
State Street Corp
|
13,525 | $2,293,840 |
All Filings in IGR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,737 | 11,006 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $45,862 | 10,447 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $45,757 | 10,447 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $53,697 | 10,447 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $55,264 | 10,447 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $53,906 | 10,447 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $50,250 | 10,447 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $81,776 | 12,447 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $62,732 | 12,447 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $66,964 | 12,447 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $67,587 | 12,447 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $56,011 | 12,447 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $82,879 | 15,847 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $84,147 | 15,847 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $90,803 | 15,847 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $91,437 | 15,847 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $115,049 | 15,847 | Shares | Defined | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||