Carson Wealth (CWM LLC)’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Carson Wealth (CWM LLC)’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	$2.15K	Sell	148 -2,508	-94%	-$37.8K	﹤0.01%	5260
2025 Q4	$39K	Sell	2,656 -19,183	-88%	-$287K	﹤0.01%	3786
2025 Q3	$334K	Sell	21,839 -2,059	-9%	-$31.7K	﹤0.01%	2038
2025 Q2	$363K	Buy	23,898 +21,250	+802%	+$316K	﹤0.01%	1748
2025 Q1	$41K	Buy	2,648 +2,500	+1,689%	+$38.5K	﹤0.01%	3146
2024 Q4	$2K	Hold	148	–	–	﹤0.01%	4602
2024 Q3	$3K	Buy	+148	New	+$2.34K	﹤0.01%	4313
2023 Q3	–	Sell	-87	Closed	-$1K	–	4489
2023 Q2	$1K	Buy	+87	New	+$1.15K	﹤0.01%	4048

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 $1.37T AUM 24.88% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RLTY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 94% in Q1 2026, selling an estimated $37.8K and leaving 148 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #5260.

Carson Wealth (CWM LLC) first reported a position in RLTY in Q2 2023 and has held it in 8 quarters since. The position peaked at $363K in Q2 2025. 50 funds tracked by Wall St. Rank hold RLTY as of Q1 2026.

Carson Wealth (CWM LLC) held 148 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $2.15K as of Q1 2026.
Carson Wealth (CWM LLC) sold 2,508 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2026, an estimated $37.8K.
Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5260 holding.
Carson Wealth (CWM LLC) first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q2 2023 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $363K in Q2 2025.
50 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.