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

Freedom Wealth Alliance’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
Q1 		– Sell
-4,000
Closed -$53.9K – 364
2022
Q4 		$53.9K Buy
+4,000
New +$54.3K 0.08% 116

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LA
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Royal Bank of Canada
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FM
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COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

Freedom Wealth Alliance's RLTY Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q1 2023, closing a stake of 4,000 shares — an estimated $53.9K sold.

Freedom Wealth Alliance first reported a position in RLTY in Q4 2022 and held it in 1 quarter. The position peaked at $53.9K in Q4 2022. 23 funds tracked by Wall St. Rank hold RLTY as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 4,000 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2023, an estimated $53.9K.
  • Freedom Wealth Alliance first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $53.9K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.