Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Cohen & Steers REIT and Preferred Income Fund, Inc., to m.in Osbon Capital Management Llc, Kilter Group LLC, i Aventura Private Wealth, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 25 324 | 36,87 | 500 | 36,24 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 10 224 | 0,16 | 202 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 17 893 | 20,78 | 354 | 20,07 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 44 | 1 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 500 | 87,50 | 30 | 93,33 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 1 200 | 24 | ||||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 15 402 | 0,36 | 304 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 147 240 | 13,31 | 2 909 | 12,75 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 25 889 | 0,05 | 512 | -0,39 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 27 879 | 10,50 | 551 | 9,78 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 128 450 | 140,96 | 3 | 100,00 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 138 541 | 6,11 | 2 738 | 5,59 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 11 025 | 2,52 | 218 | 1,88 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 040 | 21 | ||||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 62 000 | 14,81 | 1 225 | 14,27 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 13 503 | 0,01 | 267 | -1,48 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 76 | 2,70 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 26 400 | 166,32 | 522 | 165,82 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 21 050 | 9,95 | 416 | 9,21 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1 259 914 | 2,70 | 24 896 | 2,18 | ||||
| 2026-04-06 | 13F | CX Institutional | 1 643 | 1,73 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 1 607 | 2,03 | 32 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2 907 | 31,06 | 57 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 22 553 | 0,86 | 446 | 0,23 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 37 583 | 0,05 | 743 | -0,54 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 22 545 | 24,00 | 448 | 9,56 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 47 110 | 0,85 | 931 | 0,32 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 600 823 | 9,41 | 11 872 | 8,86 | ||||
| 2026-05-14 | 13F | Smith Asset Management Co., LLC | 45 170 | 27,14 | 893 | 26,52 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 98 | 2 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 255 | 1,59 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 561 075 | 34,54 | 11 087 | 33,86 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 14 117 | 19,21 | 279 | 4,51 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 38 334 | 236,32 | 757 | 234,96 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 20 855 | 4,59 | 415 | 5,06 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 313 200 | 2,43 | 6 189 | 1,93 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3 734 | 2,02 | 74 | 1,39 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 16 814 | 0,33 | 332 | 0,00 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 16 451 | 1,30 | 325 | 0,93 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 47 207 | 0,10 | 933 | -0,43 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 12 072 | 12,90 | 239 | 12,26 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 1 347 | 27 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 13 427 | 0,86 | 265 | 0,38 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 318 964 | 12,44 | 6 303 | 11,88 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 135 | 3 |
