Allium Financial Advisors
RLTY icon

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
Q3 		$343K Buy
24,960
+467
+2% +$7.22K 0.23% 57
2026
Q2 		$386K Buy
24,493
+439
+2% +$6.83K 0.25% 57
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

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Allium Financial Advisors's RLTY Position: Q3 2026 in Review

Allium Financial Advisors increased its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 1.9% in Q3 2026, buying an estimated $7.22K and bringing the position to 24,960 shares worth $343K. The position accounts for 0.23% of the portfolio, ranked #57.

Allium Financial Advisors first reported a position in RLTY in Q3 2025 and has held it in 5 quarters since. The position peaked at $386K in Q2 2026. 41 funds tracked by Wall St. Rank hold RLTY as of Q3 2026.

  • Allium Financial Advisors held 24,960 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $343K as of Q3 2026.
  • Allium Financial Advisors bought 467 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q3 2026, an estimated $7.22K.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up 0.23% of Allium Financial Advisors's portfolio in Q3 2026, its #57 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 5 quarters since.
  • Allium Financial Advisors's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $386K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q3 2026.

Based on Allium Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.