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

Spire Wealth 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
Q4 		– Sell
-311
Closed -$5.32K – 2511
2024
Q3 		$5.32K Buy
+311
New +$4.91K ﹤0.01% 1805

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Spire Wealth Management's RLTY Position: Q4 2024 in Review

Spire Wealth Management sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q4 2024, closing a stake of 311 shares — an estimated $5.32K sold.

Spire Wealth Management first reported a position in RLTY in Q3 2024 and held it in 1 quarter. The position peaked at $5.32K in Q3 2024. 36 funds tracked by Wall St. Rank hold RLTY as of Q4 2024.

  • Spire Wealth Management reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 311 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q4 2024, an estimated $5.32K.
  • Spire Wealth Management first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q3 2024 and held it in 1 quarter.
  • Spire Wealth Management's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $5.32K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.