Carson Wealth (CWM LLC)
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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
2025
Q3 		$334K Sell
2025
Q2 		$363K Buy
2025
Q1 		$41K Buy
2024
Q4 		$2K Hold
2024
Q3 		$3K Buy
2023
Q3 		– Sell
2023
Q2 		$1K Buy