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INDEPENDENT FINANCIAL GROUP, LLC → RA
INDEPENDENT FINANCIAL GROUP, LLC RA Position History
Brookfield Real Assets Income Fund Inc. • Real Estate
Quarters held
14
Latest value
$327K
Q3 2026
Peak value
$464K
First seen
Q3 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2023 | $367K |
| Q4 2023 | $446K |
| Q1 2024 | $457K |
| Q2 2024 | $451K |
| Q3 2024 | $452K |
| Q4 2024 | $440K |
| Q1 2025 | $375K |
| Q2 2025 | $382K |
| Q3 2025 | $455K |
| Q4 2025 | $455K |
| Q1 2026 | $464K |
| Q1 2026 | $464K |
| Q2 2026 | $440K |
| Q3 2026 | $327K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $327K | 28.3K | — | — |
| Q2 2026 | $440K | 34.2K | — | — |
| Q1 2026 | $464K | 36.1K | — | — |
| Q1 2026 | $464K | 36.1K | — | — |
| Q4 2025 | $455K | 35.1K | — | — |
| Q3 2025 | $455K | 34.1K | — | — |
| Q2 2025 | $382K | 28.6K | — | — |
| Q1 2025 | $375K | 28.5K | — | — |
| Q4 2024 | $440K | 33.0K | — | — |
| Q3 2024 | $452K | 33.0K | — | — |
| Q2 2024 | $451K | 35.4K | — | — |
| Q1 2024 | $457K | 35.4K | — | — |
| Q4 2023 | $446K | 34.8K | — | — |
| Q3 2023 | $367K | 29.9K | — | — |
Other funds holding RA
$421.5M
$51M
$45.8M
$41.8M
$37.6M
$32.7M
$30.2M