Adapt Wealth Advisors »

Cohen & Steers Real Estate O shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of Cohen & Steers Real Estate O (RLTY) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in Cohen & Steers Real Estate O

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Real Estate O held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cohen & Steers Real Estate O by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 24k 15.28

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Thornburg Etf Tr Intl Equity Etf (TXUE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Artificial Etf (AIQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Tcw Etf Trust Transform System (PWRD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Adapt Wealth Advisors

Top funds holding Cohen & Steers Real Estate O

Morgan Stanley
Advisors Asset Management
Pathstone Holdings
Consolidated Portfolio Review Corp
Royal Bank of Canada
Raymond James Financial
LexAurum Advisors
Beacon Capital Management
Wells Fargo & Company
Commonwealth Equity Services
Moloney Securities Asset Management
UBS Group
LPL Financial
Wolverine Asset Management
Jane Street

View all funds holding Cohen & Steers Real Estate O