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Saba Capital Management’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Saba Capital Management’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
Q1 		– Sell
-332,181
Closed -$4.65M – 446
2023
Q4 		$4.65M Sell
332,181
-101,309
-23% -$1.3M 0.09% 153
2023
Q3 		$5.66M Sell
433,490
-35,911
-8% -$498K 0.14% 136
2023
Q2 		$6.47M Buy
469,401
+158,080
+51% +$2.1M 0.17% 128
2023
Q1 		$4.17M Sell
311,321
-134,213
-30% -$1.94M 0.08% 277
2022
Q4 		$6.01M Buy
445,534
+332,096
+293% +$4.51M 0.08% 363
2022
Q3 		$1.52M Buy
+113,438
New +$1.83M 0.02% 655

Other funds holding RLTY

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return