Gradient Investments LLC Cohen & Steers Real Estate Opportunities & Income Fund Transaction History

Gradient Investments LLC

$3.96 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 14, 2022	BUY	$12.97 - $17.89 $1,154 - $1,592	89 New	89 $1,000

Others Institutions Holding RLTY

# of Institutions

40

Shares Held

4.14M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.41M
Shares

$20.2 Million
0.0% of portfolio
Pathstone Holdings, LLC Englewood, NJ

741K
Shares

$10.6 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

319K
Shares

$4.57 Million
0.0% of portfolio
Advisor Partners Ii, LLC Walnut Creek, CA

267K
Shares

$3.82 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

214K
Shares

$3.07 Million
0.0% of portfolio

About Cohen & Steers Real Estate Opportunities & Income Fund

Ticker RLTY
Exchange NYSE
Sector ETFs
Industry ETFs

More about RLTY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.