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Root Financial Partners, LLC

SEC CIK
0001977181
Latest filing
Jul 29, 2026

IGR holding history

Cbre Global Real Estate Income Fund in every 13F filed by Root Financial Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IGR overviewAll 13F holders of IGRFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of IGR by Root Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−6,543−100.0%Sold outHolders
Q3 20256,543$33.6K<0.1%+6,543NewHolders