Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Cohen & Steers Real Estate Opportunities & Income Fund meliputi Wetherby Asset Management Inc, BlackRock, Inc., Newbridge Financial Services Group, Inc., RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, dan RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 71,646 | 292.28 | 1,088 | 288.21 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 12,609 | 191 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 83,500 | 40.34 | 1,268 | 40.47 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 52 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 73,356 | 11.31 | 1,114 | 10.20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 15,041 | 10.84 | 228 | 9.62 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 144,035 | 29.70 | 2,186 | 28.36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10,171 | 58.03 | 154 | 57.14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 33,475 | 508 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 389,312 | 29.43 | 5,910 | 28.07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 23,898 | 802.49 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 24,700 | 6.93 | 344 | 0.59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,766 | 11.49 | 42 | 7.89 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 19,100 | 290 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7,179 | 109 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25,665 | 7.23 | 390 | 5.99 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 31 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 27,229 | 9.43 | 413 | 8.40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 132,791 | 1.57 | 2,016 | 0.50 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 200 | 3 |
