Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Cohen & Steers Total Return Realty Fund, Inc. meliputi NWF Advisory Services Inc., Westbourne Investment Advisors, Inc., dan GHP Investment Advisors, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Freestate Advisors LLC | 19,742 | 0.68 | 238 | 0.42 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 10,951 | 1.32 | 132 | 1.54 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,474 | 226.83 | 18 | 240.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7,914 | 2.02 | 95 | 2.15 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,403 | 2.04 | 17 | 0.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,610 | 65.19 | 31 | 63.16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32,574 | 7.11 | 393 | 6.81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,062 | 2.02 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26,715 | 5.95 | 322 | 5.92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 78,241 | 1.38 | 944 | 1.07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,100 | 25 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20,527 | 1.48 | 248 | 1.23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 130,224 | 5.92 | 1,571 | 5.65 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6,350 | 250.44 | 77 | 261.90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 369,601 | 0.42 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,330 | 16 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 54,093 | 5.66 | 652 | 5.50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 173,675 | 3.90 | 2,095 | 3.66 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 36,275 | 3.83 | 437 | 3.55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 276,394 | 1.51 | 3,333 | 1.28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 457,715 | 6.76 | 5,520 | 6.50 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12,304 | 7.05 | 148 | 7.25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 32,768 | 0.37 | 395 | 0.25 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 5,517 | 2.02 | 67 | 1.54 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 27,200 | 328 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 8,977 | 108 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 28,575 | 345 |
