Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Cohen & Steers Total Return Realty Fund, Inc. inkluderar Atlantic Union Bankshares Corp, och Mark Sheptoff Financial Planning, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | GWM Advisors LLC | 17 022 | 1,87 | 17 | −90,76 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 190 | 13 | ||||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 20 163 | 2,13 | 225 | 2,75 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 14 296 | 22,31 | 159 | 23,26 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 131 | 2,17 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 8 150 | 91 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 27 811 | 310 | ||||||
| 2026-05-14 | 13F | Virtu Financial LLC | 14 531 | 25,33 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 17 572 | 14,95 | 196 | 16,07 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 48 267 | 8,95 | 538 | 9,82 | ||||
| 2026-05-14 | 13F | Smith Asset Management Co., LLC | 339 631 | 1,69 | 3 783 | 2,52 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 30 664 | 0,22 | 342 | 0,89 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 60 733 | 8,92 | 677 | 9,74 | ||||
| 2026-01-29 | 13F | Comerica Bank | 27 778 | 3,90 | 307 | −5,26 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 33 425 | 2,77 | 372 | 3,62 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 71 941 | 5,98 | 801 | 6,80 | ||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 27 700 | 5,73 | 309 | 6,57 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 21 340 | 5,12 | 238 | 5,80 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 11 495 | 128 | ||||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 619 | 7 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 8 422 | 2,13 | 94 | 2,20 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 259 495 | 12,13 | 2 891 | 13,02 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 775 282 | 4,41 | 8 637 | 5,25 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 142 125 | 14,02 | 1 583 | 14,96 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 603 | 2,20 | 7 | 0,00 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 4 520 | 80,80 | 49 | 81,48 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 2 956 | 2,11 | 33 | 3,23 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 38 385 | 4,57 | 428 | 5,43 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 75 591 | 0,13 | 842 | 0,96 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 21 485 | 1,57 | 239 | 2,58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 10 340 | 181,36 | 115 | 187,50 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 690 | 8 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 62 446 | 19,32 | 696 | 20,24 |
