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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return