Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Cohen & Steers Real Estate Opportunities & Income Fund, omfatter Wetherby Asset Management Inc, BlackRock, Inc., Newbridge Financial Services Group, Inc., RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, og RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 71.646 | 292,28 | 1.088 | 288,21 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 12.609 | 191 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 83.500 | 40,34 | 1.268 | 40,47 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 52 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 73.356 | 11,31 | 1.114 | 10,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 15.041 | 10,84 | 228 | 9,62 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 144.035 | 29,70 | 2.186 | 28,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10.171 | 58,03 | 154 | 57,14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 33.475 | 508 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 389.312 | 29,43 | 5.910 | 28,07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 23.898 | 802,49 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 24.700 | 6,93 | 344 | 0,59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.766 | 11,49 | 42 | 7,89 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 19.100 | 290 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7.179 | 109 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25.665 | 7,23 | 390 | 5,99 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 31 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 27.229 | 9,43 | 413 | 8,40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 132.791 | 1,57 | 2.016 | 0,50 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 200 | 3 |
