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Funds Holding RLTY

On this page, we present all of the funds holding RLTY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RLTY, with a link to that fund's top holdings. The next columns indicate the amount of RLTY stock held by each of the funds holding RLTY, followed by the RLTY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 31 funds holding RLTY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding RLTY), click the fund name in the "Holder" column of the funds-holding-RLTY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,112,243$29,550 12/31/2023
     RLTY2,112,243$29,550 12/31/2023
Pathstone Holdings LLC860,452$12,038 12/31/2023
     RLTY860,452$12,038 12/31/2023
Saba Capital Management L.P.332,181$4,647 12/31/2023
     RLTY332,181$4,647 12/31/2023
Cornerstone Advisors LLC229,729$3,214 12/31/2023
     RLTY229,729$3,214 12/31/2023
Bank of America Corp DE179,797$2,515 12/31/2023
     RLTY179,797$2,515 12/31/2023
LexAurum Advisors LLC127,920$1,886 03/31/2024
     RLTY127,920$1,886 03/31/2024
Royal Bank of Canada105,015$1,469 12/31/2023
     RLTY105,015$1,469 12/31/2023
Wells Fargo & Company MN79,820$1,117 12/31/2023
     RLTY79,820$1,117 12/31/2023
Raymond James & Associates69,809$1,029 03/31/2024
     RLTY69,809$1,029 03/31/2024
Prevail Innovative Wealth Advisors LLC59,280$829 12/31/2023
     RLTY59,280$829 12/31/2023
City of London Investment Management Co. Ltd.45,490$636 12/31/2023
     RLTY45,490$636 12/31/2023
Logan Stone Capital LLC42,614$596 12/31/2023
     RLTY42,614$596 12/31/2023
Moloney Securities Asset Management LLC41,615$582 12/31/2023
     RLTY41,615$582 12/31/2023
Raymond James Financial Services Advisors Inc.36,055$531 03/31/2024
     RLTY36,055$531 03/31/2024
Commonwealth Equity Services LLC28,277$417 03/31/2024
     RLTY28,277$417 03/31/2024
Oppenheimer & Co. Inc.24,278$340 12/31/2023
     RLTY24,278$340 12/31/2023
Atria Wealth Solutions Inc.23,875$334 12/31/2023
     RLTY23,875$334 12/31/2023
LPL Financial LLC19,506$273 12/31/2023
     RLTY19,506$273 12/31/2023
Stifel Financial Corp15,000$210 12/31/2023
     RLTY15,000$210 12/31/2023
PFG Investments LLC13,975$206 03/31/2024
     RLTY13,975$206 03/31/2024
Wedbush Securities Inc.14,200$199 12/31/2023
     RLTY14,200$199 12/31/2023
UBS Group AG12,225$171 12/31/2023
     RLTY12,225$171 12/31/2023
Garner Asset Management Corp11,650$163 12/31/2023
     RLTY11,650$163 12/31/2023
Walleye Capital LLC10,336$145 12/31/2023
     RLTY10,336$145 12/31/2023
Comerica Bank8,665$121 12/31/2023
     RLTY8,665$121 12/31/2023
Advisor Group Holdings Inc.6,808$95 12/31/2023
     RLTY6,808$95 12/31/2023
Wolverine Asset Management LLC4,894$68 12/31/2023
     RLTY4,894$68 12/31/2023
Archer Investment Corp2,338$33 12/31/2023
     RLTY2,338$33 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC1,500$21 12/31/2023
     RLTY1,500$21 12/31/2023
Larson Financial Group LLC400$6 12/31/2023
     RLTY400$6 12/31/2023
Advisory Services Network LLC100$1 12/31/2023
     RLTY100$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     RLTY0$0 12/31/2023

See Summary: Institutional Holders of RLTY
See Details: Top 10 Hedge Funds Holding RLTY
Also See: RLTY Insider Buying
Also See: RLTY Holdings Changes

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