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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers's RLTY Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 21% in Q1 2026, selling an estimated $42.3K and leaving 10,711 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #4352.

Cetera Investment Advisers first reported a position in RLTY in Q3 2024 and has held it in 7 quarters since. The position peaked at $413K in Q2 2025. 50 funds tracked by Wall St. Rank hold RLTY as of Q1 2026.

Cetera Investment Advisers held 10,711 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $156K as of Q1 2026.
Cetera Investment Advisers sold 2,807 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2026, an estimated $42.3K.
Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4352 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 7 quarters since.
Cetera Investment Advisers's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $413K 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 Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.