JFS Wealth Advisors
RLTY icon

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

JFS 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
Q1 		– Sell
-120
Closed -$1.62K – 1986
2022
Q4 		$1.62K Buy
+120
New +$1.63K ﹤0.01% 1453

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Family Management
Family Management New York $975M AUM 23.16% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Moloney Securities Asset Management
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

JFS Wealth Advisors's RLTY Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q1 2023, closing a stake of 120 shares — an estimated $1.62K sold.

JFS Wealth Advisors first reported a position in RLTY in Q4 2022 and held it in 1 quarter. The position peaked at $1.62K in Q4 2022. 23 funds tracked by Wall St. Rank hold RLTY as of Q1 2023.

  • JFS Wealth Advisors reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q1 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 120 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2023, an estimated $1.62K.
  • JFS Wealth Advisors first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2022 and held it in 1 quarter.
  • JFS Wealth Advisors's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $1.62K 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 JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.