Atria Wealth Solutions, Inc. Cohen & Steers Real Estate Opportunities & Income Fund Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Cohen & Steers Real Estate Opportunities & Income Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 24,025 shares of RLTY stock, worth $364,459. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,025

Previous 24,225 0.83%

Holding current value

$364,459

Previous $371,000 1.89%

% of portfolio

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$13.19 - $15.44 $2,638 - $3,088	-200 Reduced 0.83%	24,025 $364,000
Q1 2025 May 09, 2025	BUY	$14.39 - $15.91 $25,902 - $28,638	1,800 Added 8.03%	24,225 $371,000
Q4 2024 Jan 31, 2025	SELL	$14.68 - $17.32 $2,936 - $3,464	-200 Reduced 0.88%	22,425 $331,000
Q3 2024 Nov 08, 2024	SELL	$14.15 - $17.51 $25,116 - $31,080	-1,775 Reduced 7.27%	22,625 $386,000
Q2 2024 Jul 22, 2024	SELL	$13.0 - $14.56 $8,775 - $9,828	-675 Reduced 2.69%	24,400 $347,000
Q1 2024 May 13, 2024	BUY	$13.51 - $14.74 $16,212 - $17,688	1,200 Added 5.03%	25,075 $369,000
Q4 2023 Feb 02, 2024	BUY	$11.42 - $14.11 $1,142 - $1,411	100 Added 0.42%	23,875 $334,000
Q2 2023 Aug 03, 2023	BUY	$12.54 - $13.78 $36,679 - $40,306	2,925 Added 14.03%	23,775 $327,000
Q1 2023 Jun 14, 2023	SELL	$12.61 - $16.08 $36,884 - $47,033	-2,925 Reduced 12.3%	20,850 $279,000
Q1 2023 May 10, 2023	BUY	$12.61 - $16.08 $36,884 - $47,033	2,925 Added 14.03%	23,775 $318,000
Q4 2022 Aug 30, 2023	SELL	$12.35 - $14.9 $36,123 - $43,582	-2,925 Reduced 12.3%	20,850 $281,000
Q3 2022 Nov 14, 2022	BUY	$12.97 - $17.89 $270,424 - $373,006	20,850 New	20,850 $279,000

Others Institutions Holding RLTY

# of Institutions

Shares Held

4.21M

Call Options Held

Put Options Held

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About Cohen & Steers Real Estate Opportunities & Income Fund

Ticker RLTY
Exchange NYSE
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Cohen & Steers Real Estate Opportunities & Income Fund Transaction History