Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Cohen & Steers Total Return Realty Fund, Inc., omfatter Westbourne Investment Advisors, Inc., og GHP Investment Advisors, Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Freestate Advisors LLC | 19.742 | 0,68 | 238 | 0,42 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 10.951 | 1,32 | 132 | 1,54 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.474 | 226,83 | 18 | 240,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7.914 | 2,02 | 95 | 2,15 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.403 | 2,04 | 17 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.610 | 65,19 | 31 | 63,16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32.574 | 7,11 | 393 | 6,81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.062 | 2,02 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26.715 | 5,95 | 322 | 5,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 78.241 | 1,38 | 944 | 1,07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.100 | 25 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20.527 | 1,48 | 248 | 1,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 130.224 | 5,92 | 1.571 | 5,65 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6.350 | 250,44 | 77 | 261,90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 369.601 | 0,42 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1.330 | 16 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 54.093 | 5,66 | 652 | 5,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 173.675 | 3,90 | 2.095 | 3,66 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 36.275 | 3,83 | 437 | 3,55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 276.394 | 1,51 | 3.333 | 1,28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 457.715 | 6,76 | 5.520 | 6,50 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12.304 | 7,05 | 148 | 7,25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 32.768 | 0,37 | 395 | 0,25 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 5.517 | 2,02 | 67 | 1,54 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 27.200 | 328 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 8.977 | 108 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 30.575 | 7,00 | 369 | 6,67 |
