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Boaz Weinstein’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Boaz Weinstein’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
-332,181
Closed -$4.65M – 446
2023
Q4 		$4.65M Sell
332,181
-101,309
-23% -$1.3M 0.09% 153
2023
Q3 		$5.66M Sell
433,490
-35,911
-8% -$498K 0.14% 136
2023
Q2 		$6.47M Buy
469,401
+158,080
+51% +$2.1M 0.17% 128
2023
Q1 		$4.17M Sell
311,321
-134,213
-30% -$1.94M 0.08% 277
2022
Q4 		$6.01M Buy
445,534
+332,096
+293% +$4.51M 0.08% 363
2022
Q3 		$1.52M Buy
+113,438
New +$1.83M 0.02% 655

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Boaz Weinstein's RLTY Position: Q1 2024 in Review

Boaz Weinstein sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q1 2024, closing a stake of 332,181 shares — an estimated $4.65M sold.

Boaz Weinstein first reported a position in RLTY in Q3 2022 and held it in 6 quarters. The position peaked at $6.47M in Q2 2023. 27 funds tracked by Wall St. Rank hold RLTY as of Q1 2024.

  • Boaz Weinstein reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q1 2024 after selling out during the quarter.
  • Boaz Weinstein sold 332,181 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2024, an estimated $4.65M.
  • Boaz Weinstein first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q3 2022 and held it in 6 quarters.
  • Boaz Weinstein's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $6.47M in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q1 2024.

Based on Saba Capital Management's 13F filing for Q1 2024, filed 15 May 2024.