Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Cassaday & Co Wealth Management’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 		$14.3K Buy
+1,030
New +$15.9K ﹤0.01% 889

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Cassaday & Co Wealth Management's RLTY Position: Q3 2026 in Review

Cassaday & Co Wealth Management opened a new position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q3 2026: 1,030 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings.

26 funds tracked by Wall St. Rank hold RLTY as of Q3 2026.

  • Cassaday & Co Wealth Management held 1,030 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $14.3K as of Q3 2026.
  • Cohen & Steers Real Estate Opportunities and Income Fund was a new Cassaday & Co Wealth Management position in Q3 2026.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #889 holding.
  • 26 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.