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Avior Wealth Management’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Avior Wealth Management’s Portfolio RLTY Stock Details RLTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,500
Closed -$21K – 3867
2023
Q4 		$21K Buy
+1,500
New +$19.2K ﹤0.01% 878

Other funds holding RLTY

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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avior Wealth Management's RLTY Position: Q1 2024 in Review

Avior Wealth Management sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q1 2024, closing a stake of 1,500 shares — an estimated $21K sold.

Avior Wealth Management first reported a position in RLTY in Q4 2023 and held it in 1 quarter. The position peaked at $21K in Q4 2023. 27 funds tracked by Wall St. Rank hold RLTY as of Q1 2024.

  • Avior Wealth Management reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q1 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,500 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2024, an estimated $21K.
  • Avior Wealth Management first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2023 and held it in 1 quarter.
  • Avior Wealth Management's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $21K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.