Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Cohen & Steers Quality Income Realty Fund, Inc., to m.in Warren Averett Asset Management, LLC, Linscomb & Williams, Inc., Wealth Effects Llc, PW Nova Financial Services LLC, Private Client Services, Llc, Jaffetilchin Investment Partners, LLC, Rothschild Investment Llc, Community Financial Services Group, LLC, Oakworth Capital, Inc., Osbon Capital Management Llc, Western Wealth Management, LLC, Golden State Equity Partners, Abound Wealth Management, Beaird Harris Wealth Management, 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Sage Capital Management, LLC | 14 981 | 3,35 | 181 | 9,09 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 18 551 | 224 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 760 | 120,00 | 21 | 133,33 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 1 415 | 0,50 | 17 | 6,25 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 2 119 | 26 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 84 659 | 2,97 | 1 020 | 8,74 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 74 306 | 895 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 7 164 | 9 581,08 | 86 | |||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 583 462 | 3,87 | 7 031 | 9,59 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10 545 | 127 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 44 192 | 533 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12 960 | 0,86 | 156 | 6,85 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 51 382 | 1,36 | 619 | 7,09 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 11 222 | 0,02 | 135 | 5,47 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 2 500 | 30 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 8 018 | 33,63 | 95 | 37,68 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 129 280 | 2,54 | 1 558 | 8,20 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 65 417 | 111,55 | 788 | 123,23 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 188 | 2 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 23 782 | 35,90 | 287 | 43,72 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 30 703 | 0,86 | 370 | 5,13 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 131 164 | 2,81 | 1 580 | 8,52 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 66 511 | 16,58 | 801 | 23,04 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 42 052 | 57,21 | 1 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12 132 | 146 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 42 814 | 3,53 | 516 | 8,88 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 10 864 | 26,86 | 131 | 34,02 | ||||
| 2026-05-05 | 13F | UBS Group AG | 908 372 | 37,88 | 10 946 | 45,49 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 10 577 | 0,05 | 127 | 5,83 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 20 601 | 3,35 | 248 | 9,25 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2 977 | 36 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3 830 | 16,38 | 46 | 24,32 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 979 | 12 | ||||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 280 789 | 15,01 | 3 384 | 21,34 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 88 275 | 3,26 | 1 064 | 8,91 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 19 230 | 7,81 | 232 | 13,79 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 7 000 | 84 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 37 604 | 11,58 | 430 | 11,98 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 39 859 | 0,76 | 480 | 6,43 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 924 602 | 7,17 | 11 141 | 13,08 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 26 390 | 1,93 | 318 | 7,80 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 58 266 | 100,42 | 666 | 83,98 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 38 235 | 2,14 | 461 | 7,73 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 176 | 2 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 500 | 6 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 813 849 | 1,42 | 9 804 | 6,97 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 76 000 | 49,02 | 916 | 57,22 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 307 698 | 6,96 | 3 708 | 11,59 | ||||
| 2026-05-07 | 13F | Z3 Capital Partners, LLC | 199 727 | 0,06 | 2 407 | 5,57 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 410 | 5 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 65 925 | 0,42 | 794 | 6,01 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 7 459 | 706,38 | 89 | 780,00 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 709 473 | 9 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 169 832 | 2 046 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 5 419 | 3,32 | 65 | 10,17 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 117 930 | 2,42 | 1 421 | 8,14 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 13 100 | 8,57 | 158 | 14,60 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 235 839 | 1,57 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 20 935 | 252 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 30 128 | 0,40 | 363 | 6,14 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 37 606 | 453 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 8 858 | 107 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 39 166 | 2,76 | 472 | 8,28 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5 444 179 | 5,33 | 65 602 | 11,14 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 246 765 | 5,99 | 2 974 | 11,85 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 125 | 25,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 198 163 | 2,00 | 2 388 | 7,62 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14 554 | 1,77 | 166 | -6,74 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 12 153 | 17,16 | 146 | 23,73 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 61 303 | 1,57 | 739 | 7,11 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 23 841 | 3,31 | 287 | 9,13 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 620 | 4,03 | 7 | 16,67 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 14 986 | 3,34 | 181 | 9,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 222 942 | 42,35 | 14 736 | 50,21 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 34 219 | 26,90 | 412 | 34,20 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 86 881 | 19,11 | 1 047 | 25,72 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 377 | 17 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 119 387 | 11,00 | 1 439 | 17,10 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 136 | 2 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 15 997 | 193 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45 872 | 9,55 | 553 | 15,48 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 32 239 | 388 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 13 324 | 161 | ||||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 11 299 | 7,84 | 136 | 14,29 | ||||
| 2026-01-29 | 13F | Comerica Bank | 33 437 | 2,94 | 382 | -5,93 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 29 651 | 6,89 | 357 | 12,97 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 11 333 | 0 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 780 381 | 8,57 | 33 504 | 14,56 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 81 963 | 58,30 | 988 | 67,01 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 88 112 | 1,39 | 1 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 34 763 | 3,81 | 424 | 10,73 | ||||
| 2026-04-07 | 13F | Eastern Bank | 4 000 | 300,00 | 48 | 336,36 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 63 993 | 771 | ||||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 1 055 044 | 4,64 | 12 713 | 10,41 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 58 956 | 37,76 | 710 | 45,49 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 90 111 | 2,07 | 1 086 | 7,64 |
