Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Cohen & Steers Real Estate Opportunities & Income Fund termasuk 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 pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
