Who owns COHEN & STEERS REAL ESTATE O?
- Ticker: RLTY
- CUSIP Number: 19249q103
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Analyze quarterly positions in Cohen & Steers Real Estate O with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold COHEN & STEERS REAL ESTATE O this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 1.9M | $27M | -4% | Jun 2024 |
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Pathstone Holdings | 687k | $12M | -30% | Sep 2024 |
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Bank of America Corporation | 249k | $4.3M | 12% | Sep 2024 |
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LexAurum Advisors | 120k | $2.1M | -4% | Sep 2024 |
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Royal Bank of Canada | 110k | $1.7M | -2% | Sep 2024 |
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Wells Fargo & Company | 83k | $1.4M | 14% | Sep 2024 |
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Raymond James & Associates | 82k | $1.4M | 3% | Sep 2024 |
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Prevail Innovative Wealth Advisors | 82k | $1.2M | 13% | Jun 2024 |
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Moloney Securities Asset Management | 76k | $1.3M | 66% | Sep 2024 |
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Advisors Asset Management | 71k | $1.2M | 100% | Sep 2024 |
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Consolidated Portfolio Review Corp | 62k | $886k | 345% | Jun 2024 |
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Commonwealth Equity Services | 46k | $786k | 53% | Sep 2024 |
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Raymond James Financial Services Advisors | 38k | $646k | 5% | Sep 2024 |
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Susquehanna International | 30k | $508k | 33% | Sep 2024 |
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Citadel Advisors | 28k | $479k | 100% | Sep 2024 |
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Oppenheimer & Co | 27k | $462k | 19% | Sep 2024 |
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Atria Wealth Solutions | 23k | $387k | -7% | Sep 2024 |
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Concorde Asset Management | 22k | $369k | 26% | Sep 2024 |
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Atlas Wealth | 21k | $303M | 100% | Jun 2024 |
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LPL Financial | 21k | $353k | 14% | Sep 2024 |
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Keel Point | 17k | $256k | 100% | Jun 2024 |
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Total Clarity Wealth Management | 17k | $282k | 100% | Sep 2024 |
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Rockefeller Capital Management | 16k | $224k | 100% | Jun 2024 |
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Stifel Financial | 15k | $219k | 7% | Jun 2024 |
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CI Private Wealth | 15k | $256k | -33% | Sep 2024 |
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Wedbush Morgan Securities | 14k | $243k | 0% | Sep 2024 |
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Catalina Capital Group | 13k | $219k | 0% | Sep 2024 |
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Advisor Group Holdings | 3.5k | $60k | -66% | Sep 2024 |
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Brian McDonald | 2.8k | $48k | -1% | Sep 2024 |
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Archer Investment Corp | 2.3k | $40k | 0% | Sep 2024 |
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Larson Financial Group | 806.00 | $14k | 0% | Sep 2024 |
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Spire Wealth Management | 311.00 | $5.3k | 100% | Sep 2024 |
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Planned Solutions | 250.00 | $4.3k | 100% | Sep 2024 |
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CWM | 148.00 | $3.0k | 100% | Sep 2024 |
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Assetmark | 24.00 | $409.999200 | 0% | Sep 2024 |
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Who sold out of Cohen & Steers Real Estate O?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
PFG Investments | Mar 2024 | 14k | $206k |
Wolverine Asset Management | Jun 2024 | 145.00 | $2.1k |