CIBC Private Wealth Group
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CIBC Private Wealth Group’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-1
Closed -$13 – 3273
2025
Q1 		$13 Buy
+1
New +$15 ﹤0.01% 3047

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Bank of America
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CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group's RLTY Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2025, closing a stake of 1 share — an estimated $13 sold.

CIBC Private Wealth Group first reported a position in RLTY in Q1 2025 and held it in 1 quarter. The position peaked at $13 in Q1 2025. 37 funds tracked by Wall St. Rank hold RLTY as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1 Cohen & Steers Real Estate Opportunities and Income Fund share in Q2 2025, an estimated $13.
  • CIBC Private Wealth Group first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2025 and held it in 1 quarter.
  • CIBC Private Wealth Group's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $13 in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.