Chevy Chase Trust
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Chevy Chase Trust’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Chevy Chase Trust’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 		– Sell
-10,000
Closed -$145K – 662
2026
Q1 		$145K Buy
+10,000
New +$151K ﹤0.01% 639

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Royal Bank of Canada
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Raymond James Financial
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Chevy Chase Trust's RLTY Position: Q2 2026 in Review

Chevy Chase Trust sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2026, closing a stake of 10,000 shares — an estimated $145K sold.

Chevy Chase Trust first reported a position in RLTY in Q1 2026 and held it in 1 quarter. The position peaked at $145K in Q1 2026. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

  • Chevy Chase Trust reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q2 2026 after selling out during the quarter.
  • Chevy Chase Trust sold 10,000 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2026, an estimated $145K.
  • Chevy Chase Trust first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2026 and held it in 1 quarter.
  • Chevy Chase Trust's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $145K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.