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

EverSource 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
Q3 		– Sell
-10
Closed -$138 – 2631
2023
Q2 		$138 Hold
10
– – ﹤0.01% 2432
2023
Q1 		$134 Hold
10
– – ﹤0.01% 2323
2022
Q4 		$135 Hold
10
– – ﹤0.01% 2272
2022
Q3 		$0 Buy
+10
New +$161 ﹤0.01% 2104

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
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

EverSource Wealth Advisors's RLTY Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q3 2023, closing a stake of 10 shares — an estimated $138 sold.

EverSource Wealth Advisors first reported a position in RLTY in Q3 2022 and held it in 4 quarters. The position peaked at $138 in Q2 2023. 30 funds tracked by Wall St. Rank hold RLTY as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q3 2023, an estimated $138.
  • EverSource Wealth Advisors first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $138 in Q2 2023.
  • 30 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.