Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Cohen & Steers Quality Income Realty Fund, Inc. includono 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, e Aventura Private Wealth, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
