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

IFP 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
Q1 		– Sell
-353
Closed -$7K – 4230
2022
Q4 		$7K Buy
353
+164
+87% +$2.23K ﹤0.01% 3625
2022
Q3 		$6K Buy
189
+115
+155% +$1.85K ﹤0.01% 3955
2022
Q2 		$5K Hold
74
– – ﹤0.01% 3817
2022
Q1 		$5K Buy
+74
New +$1.47K ﹤0.01% 3817

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
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

IFP Advisors's RLTY Position: Q1 2023 in Review

IFP Advisors sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q1 2023, closing a stake of 353 shares — an estimated $7K sold.

IFP Advisors first reported a position in RLTY in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q4 2022. 23 funds tracked by Wall St. Rank hold RLTY as of Q1 2023.

  • IFP Advisors reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 353 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2023, an estimated $7K.
  • IFP Advisors first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $7K 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 IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.