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

PFG 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
2024
Q2 		– Sell
-13,975
Closed -$206K – 1065
2024
Q1 		$206K Buy
+13,975
New +$197K 0.01% 902

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LexAurum Advisors
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Royal Bank of Canada
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Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.23B AUM 10.89% 1-Year Est. Return
Moloney Securities Asset Management
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

PFG Investments's RLTY Position: Q2 2024 in Review

PFG Investments sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2024, closing a stake of 13,975 shares — an estimated $206K sold.

PFG Investments first reported a position in RLTY in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 31 funds tracked by Wall St. Rank hold RLTY as of Q2 2024.

  • PFG Investments reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 13,975 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2024, an estimated $206K.
  • PFG Investments first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2024 and held it in 1 quarter.
  • PFG Investments's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $206K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.