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

BDO Wealth Advisors’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
2023
Q2 		– Sell
-347
Closed -$4.65K – 1053
2023
Q1 		$4.65K Buy
+347
New +$5.02K ﹤0.01% 805

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return

BDO Wealth Advisors's RLTY Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2023, closing a stake of 347 shares — an estimated $4.65K sold.

BDO Wealth Advisors first reported a position in RLTY in Q1 2023 and held it in 1 quarter. The position peaked at $4.65K in Q1 2023. 30 funds tracked by Wall St. Rank hold RLTY as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 347 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2023, an estimated $4.65K.
  • BDO Wealth Advisors first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $4.65K in Q1 2023.
  • 30 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.