Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Cohen & Steers REIT and Preferred Income Fund, Inc. includono SILVER OAK SECURITIES, Inc, NWF Advisory Services Inc., Strategic Wealth Partners, Ltd., Hartland & Co., LLC, Hurley Capital, LLC, Exchange Traded Concepts, Llc, Principal Securities, Inc., e Total Investment Management Inc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10.754 | 4,88 | 245 | 7,96 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 466 | 11 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 16.613 | 0,33 | 378 | 3,56 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 79.709 | 8,80 | 1.815 | 12,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 272.574 | 2,98 | 6.207 | 6,25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15.103 | 0,07 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 48.535 | 1,36 | 1.105 | 4,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30.125 | 4,42 | 686 | 7,70 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16.444 | 0,04 | 374 | 3,31 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10.725 | 244 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.946 | 1,87 | 113 | 4,67 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18.740 | 2,11 | 427 | 5,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49.554 | 3,90 | 1.128 | 7,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 152.306 | 0,06 | 3.468 | 3,25 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35.577 | 7,26 | 810 | 11,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 119.704 | 40,57 | 2.726 | 45,02 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 664 | 15 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 257 | 6 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6.115 | 1,88 | 139 | 5,30 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 45.167 | 4,09 | 1.028 | 7,42 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 1.199.662 | 0,23 | 27.316 | 3,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 187.384 | 13,28 | 4 | 33,33 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52.230 | 4,77 | 1.135 | 1,89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 310.099 | 3,57 | 7.060 | 6,84 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13.843 | 1,47 | 315 | 4,65 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 21.950 | 3,54 | 500 | 6,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19.540 | 31,83 | 447 | 36,39 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 113.031 | 15,17 | 2.574 | 18,79 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 25.143 | 0,13 | 572 | 3,25 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 99.402 | 52,07 | 2.263 | 56,93 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 86.467 | 8,98 | 1.969 | 12,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 818.404 | 6,89 | 18.635 | 10,28 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 33.997 | 10,06 | 774 | 13,66 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 9.902 | 219 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.833 | 0,31 | 264 | 1,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 228 | 5 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2.000 | 46 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 12.218 | 1,03 | 278 | 4,51 | ||||
| 2025-05-22 | NP | Cornerstone Strategic Value Fund Inc | 62.948 | 415,08 | 1.389 | 444,71 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 383.144 | 4,33 | 8.724 | 7,65 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 313.706 | 41,72 | 7.143 | 46,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 | 200,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2.050 | 47 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 9.721 | 5,22 | 221 | 8,87 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.214 | 330,74 | 50 | 400,00 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 15.791 | 0,31 | 360 | 3,46 | ||||
| 2025-08-08 | 13F | Creative Planning | 18.389 | 0,78 | 419 | 3,98 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 350 | 8 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8.827 | 201 | ||||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 24.683 | 23,55 | 545 | 30,46 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12.700 | 289 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25.416 | 38,30 | 579 | 42,72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 592.522 | 34,90 | 13.491 | 39,12 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 64 | 1 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 19.956 | 0,13 | 454 | 3,42 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1.000 | 23 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 117.179 | 16,99 | 2.669 | 20,72 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 835 | 4,38 | 19 | 11,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10.372 | 7,81 | 236 | 11,32 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 10.687 | 0,07 | 243 | 3,40 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 213 | 1,91 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 705.164 | 1,91 | 16.057 | 5,14 |
