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Gradient Investments’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-89
Closed -$1K – 1633
2022
Q3 		$1K Buy
+89
New +$1.43K ﹤0.01% 1280

Other funds holding RLTY

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SCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Gradient Investments's RLTY Position: Q4 2022 in Review

Gradient Investments sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q4 2022, closing a stake of 89 shares — an estimated $1K sold.

Gradient Investments first reported a position in RLTY in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 25 funds tracked by Wall St. Rank hold RLTY as of Q4 2022.

  • Gradient Investments reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 89 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q4 2022, an estimated $1K.
  • Gradient Investments first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $1K in Q3 2022.
  • 25 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.