RLTY β€” COHEN & STEERS REAL ESTATE O

Ownership history in Beacon Capital Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

Beacon Capital Management, Inc. reported COHEN & STEERS REAL ESTATE O (RLTY) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows RLTY at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RLTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Capital Management, Inc.'s position in COHEN & STEERS REAL ESTATE O, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RLTY was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Capital Management, Inc. held RLTY β€” position size vs. price
% of Fund (quarterly)    RLTY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 83,500 β€” 0% 0.07% $1.2M 2026-02-14 (Est.) $15.62
2025 Q3 UNCHANGED 83,500 β€” 0% 0.06% $1.3M 2025-10-16 $14.69
2025 Q2 ADDED 83,500 +24,000 +40.3% 0.07% $1.3M 2025-09-04 $14.78
2025 Q1 INITIATED 59,500 β€” β€” 0.04% $903K 2025-05-21 $13.80

FAQ About Beacon Capital Management, Inc. and RLTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Capital Management, Inc. reported owning RLTY?

Beacon Capital Management, Inc. reported RLTY across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported RLTY position in Beacon Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for RLTY was 0.07% in 2025 Q4.

What is the latest reported RLTY position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Capital Management, Inc. reported 83,500 shares, equal to 0.07% of portfolio, with an estimated market value of $1.2M.

What does the chart on this RLTY ownership page compare?

The chart compares Beacon Capital Management, Inc.'s quarterly RLTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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