Atria Wealth Solutions’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$365K	Sell	24,025 -200	-0.8%	-$2.97K	0.01%	1068
2025 Q1	$372K	Buy	24,225 +1,800	+8%	+$27.7K	﹤0.01%	1355
2024 Q4	$331K	Sell	22,425 -200	-0.9%	-$3.22K	﹤0.01%	1486
2024 Q3	$387K	Sell	22,625 -1,775	-7%	-$28K	﹤0.01%	1370
2024 Q2	$347K	Sell	24,400 -675	-3%	-$9.31K	﹤0.01%	1427
2024 Q1	$370K	Buy	25,075 +1,200	+5%	+$16.9K	﹤0.01%	1411
2023 Q4	$334K	Buy	23,875 +100	+0.4%	+$1.28K	﹤0.01%	1425
2023 Q3	$310K	Hold	23,775	–	–	﹤0.01%	1397
2023 Q2	$328K	Hold	23,775	–	–	﹤0.01%	1379
2023 Q1	$319K	Buy	23,775 +2,925	+14%	+$42.3K	﹤0.01%	1379
2022 Q4	$281K	Hold	20,850	–	–	﹤0.01%	1404
2022 Q3	$279K	Buy	+20,850	New	+$336K	﹤0.01%	1345

Other funds holding RLTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's RLTY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 0.83% in Q2 2025, selling an estimated $2.97K and leaving 24,025 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #1068.

Atria Wealth Solutions first reported a position in RLTY in Q3 2022 and has held it in 12 quarters since. The position peaked at $387K in Q3 2024. 37 funds tracked by Wall St. Rank hold RLTY as of Q2 2025.

Atria Wealth Solutions held 24,025 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $365K as of Q2 2025.
Atria Wealth Solutions sold 200 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2025, an estimated $2.97K.
Cohen & Steers Real Estate Opportunities and Income Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1068 holding.
Atria Wealth Solutions first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $387K in Q3 2024.
37 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.