Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Cohen & Steers Real Estate Opportunities & Income Fund (RLTY)  
$13.71 0.19 (1.41%) as of 4:30 Fri 5/31


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    2
Total shares held : 
4,521,202  
% of shares held : 
50.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  17  
Amount of shares held : 
-329,106  
% of shares held change : 
  -3.66%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.77  
Last Quarter's Ending Price : 
$13.99  
Last Quarter's Average Price
$12.83  
Change from last quarter's     
avg. price to the last closing  : 
0.88 (6.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 39,024
 0.86%
 
Increased Positions :
19
 264,483
 5.85%
 
Unchanged Positions :
5
 864,190
 19.11%
 
Decreased Positions :
4
-514,192
-11.37%
 
Closed Positions :
5
-118,421
-2.62%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Pathstone Holdings LLC 220 - 2024-03-31 935,703 $13,792,000 75,251
   ROYAL BANK OF CANADA 2660 - 2024-03-31 109,726 $1,617,000 4,711
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 87 - 2024-03-31 72,129 $1,063,000 12,849
   RAYMOND JAMES & ASSOCIATES 2554 - 2024-03-31 69,809 $1,029,000 24,276
   Moloney Securities Asset Management LLC 221 - 2024-03-31 44,924 $662,000 3,309
   COMMONWEALTH EQUITY SERVICES LLC. 2944 - 2024-03-31 28,277 $417,000 2,933
   Atria Wealth Solutions Inc. 1402 - 2024-03-31 25,075 $370,000 1,200
   UBS Group AG 4589 - 2024-03-31 15,663 $231,000 3,438
   Catalina Capital Group LLC 260 - 2024-03-31 12,805 $189,000 125
   Advisor Group Holdings Inc. 3889 - 2024-03-31 10,149 $150,000 3,341
   Larson Financial Group LLC 1000 - 2024-03-31 806 $12,000 406

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results