RLTY COHEN & STEERS REAL ESTATE O

Ownership history in Pathstone Holdings, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Pathstone Holdings, LLC reported a position in COHEN & STEERS REAL ESTATE O (RLTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2023 Q4)
Avg. % of fund
0.05%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 453,346 +166,870 +58.2% 0.03% $6.7M $14.38
2025 Q3 REDUCED 286,476 -305,518 -51.6% 0.02% $4.4M $14.63
2025 Q2 REDUCED 591,994 -82,878 -12.3% 0.04% $9.0M $14.23
2025 Q1 REDUCED 674,872 -66,343 -9.0% 0.05% $10.4M $14.06
2024 Q4 ADDED 741,215 +54,640 +8.0% 0.05% $11.0M $13.25
2024 Q3 REDUCED 686,575 -290,360 -29.7% 0.05% $11.7M $15.02
2024 Q2 ADDED 976,935 +41,232 +4.4% 0.06% $13.9M $12.24
2024 Q1 ADDED 935,703 +75,251 +8.7% 0.06% $13.8M $12.38
2023 Q4 INITIATED 860,452 0.06% $12.0M
% of Fund (quarterly)    RLTY price (monthly, adj. close)
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