Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Cohen & Steers Real Estate Opportunities & Income Fund eröffnet haben, gehören First Foundation Advisors, Fifth Third Bancorp, Chevy Chase Trust Holdings, Inc., Northwestern Mutual Wealth Management Co, Global Retirement Partners, LLC, Osbon Capital Management Llc, Whittier Trust Co Of Nevada Inc, und Root Financial Partners, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Osbon Capital Management Llc | 398 | 6 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 64.351 | 2,52 | 936 | 1,41 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 24.054 | 76,27 | 350 | 74,50 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 65.550 | 107,11 | 953 | 104,95 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 10.928 | 159 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 170.368 | 13,66 | 2.477 | 12,44 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 69 | 1 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 173 | 3 | ||||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 22.730 | 4,72 | 330 | 3,45 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 44.658 | 19,56 | 649 | 18,21 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 14.688 | 14,65 | 214 | 13,30 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10.474 | 152 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 24.592 | 5,83 | 358 | 4,69 | ||||
| 2026-05-15 | 13F | City Of London Investment Management Co Ltd | 35.835 | 521 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 91.588 | 44,78 | 1.346 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 160 | 2 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 36.191 | 526 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 2.434 | 5,19 | 35 | 2,94 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 12.920 | 0,17 | 188 | -1,06 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 37.671 | 40,94 | 548 | 39,54 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 457.435 | 17,05 | 6.651 | 15,79 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 10.000 | 145 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.460 | 51 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 523.424 | 15,46 | 7.611 | 14,20 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 150 | 50,00 | 2 | 100,00 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 57.103 | 76,67 | 830 | 74,74 | ||||
| 2026-05-05 | 13F | UBS Group AG | 90.870 | 633,24 | 1.321 | 625,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 119.613 | 1,02 | 1.739 | -0,06 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6.828 | 99 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 112.657 | 40,44 | 1.638 | 38,93 |
