Cetera Investment Advisers’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Cetera Investment Advisers’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 Q2	$178K	Buy	11,330 +619	+6%	+$9.63K	﹤0.01%	4526
2026 Q1	$156K	Sell	10,711 -2,807	-21%	-$42.3K	﹤0.01%	4352
2025 Q4	$199K	Buy	13,518 +1,404	+12%	+$21K	﹤0.01%	4237
2025 Q3	$185K	Sell	12,114 -15,115	-56%	-$233K	﹤0.01%	4175
2025 Q2	$413K	Buy	27,229 +2,346	+9%	+$34.9K	﹤0.01%	3114
2025 Q1	$382K	Buy	24,883 +4,857	+24%	+$74.8K	﹤0.01%	3075
2024 Q4	$296K	Buy	20,026 +6,565	+49%	+$106K	﹤0.01%	3137
2024 Q3	$230K	Buy	+13,461	New	+$213K	﹤0.01%	3285

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Cetera Investment Advisers's RLTY Position: Q2 2026 in Review

Cetera Investment Advisers increased its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 5.8% in Q2 2026, buying an estimated $9.63K and bringing the position to 11,330 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #4526.

Cetera Investment Advisers first reported a position in RLTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $413K in Q2 2025. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

Cetera Investment Advisers held 11,330 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $178K as of Q2 2026.
Cetera Investment Advisers bought 619 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2026, an estimated $9.63K.
Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4526 holding.
Cetera Investment Advisers first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q3 2024 and has held it in 8 quarters since.
Cetera Investment Advisers's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $413K in Q2 2025.
48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.