Allium Financial Advisors’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Allium Financial Advisors’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 Q1	$350K	Buy	24,054 +10,408	+76%	+$157K	0.28%	50
2025 Q4	$201K	Buy	13,646 +226	+2%	+$3.38K	0.16%	77
2025 Q3	$205K	Buy	+13,420	New	+$207K	0.17%	77

Other funds holding RLTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allium Financial Advisors's RLTY Position: Q1 2026 in Review

Allium Financial Advisors increased its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 76% in Q1 2026, buying an estimated $157K and bringing the position to 24,054 shares worth $350K. The position accounts for 0.28% of the portfolio, ranked #50.

Allium Financial Advisors first reported a position in RLTY in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold RLTY as of Q1 2026.

Allium Financial Advisors held 24,054 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $350K as of Q1 2026.
Allium Financial Advisors bought 10,408 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2026, an estimated $157K.
Cohen & Steers Real Estate Opportunities and Income Fund made up 0.28% of Allium Financial Advisors's portfolio in Q1 2026, its #50 holding.
Allium Financial Advisors first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q3 2025 and has held it in 3 quarters since.
50 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.