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Advisory Advocates’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Advisory Advocates’s Portfolio RLTY Stock Details RLTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$397K Buy
25,220
+2,490
+11% +$38.7K 0.34% 111
2026
Q1 		$330K Buy
22,730
+1,025
+5% +$15.5K 0.34% 107
2025
Q4 		$319K Buy
+21,705
New +$324K 0.32% 111

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Advisory Advocates's RLTY Position: Q2 2026 in Review

Advisory Advocates increased its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 11% in Q2 2026, buying an estimated $38.7K and bringing the position to 25,220 shares worth $397K. The position accounts for 0.34% of the portfolio, ranked #111.

Advisory Advocates first reported a position in RLTY in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

  • Advisory Advocates held 25,220 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $397K as of Q2 2026.
  • Advisory Advocates bought 2,490 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2026, an estimated $38.7K.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up 0.34% of Advisory Advocates's portfolio in Q2 2026, its #111 holding.
  • Advisory Advocates first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.