COHEN & STEERS REAL ESTATE O
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| ALLIUM FINANCIAL ADVISORS, LLC | 13,646 | 24,054 | +10,408 | 0.16 | 0.28 | +0.12 | buy |
| Catalina Capital Group, LLC | 12,898 | 12,920 | +22 | 0.12 | 0.12 | -0.00 | buy |
| Samalin Investment Counsel, LLC | 15,260 | 14,074 | -1,186 | 0.08 | 0.07 | -0.01 | sell |
| LexAurum Advisors, LLC | 91,999 | 88,785 | -3,214 | 0.20 | 0.17 | -0.03 | sell |
| ADAPT WEALTH ADVISORS, LLC | 17,415 | 12,790 | -4,625 | 0.09 | 0.07 | -0.02 | sell |