Commonwealth Equity Services
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Commonwealth Equity Services’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Commonwealth Equity Services’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 		$1.51M Buy
103,633
+12,045
+13% +$182K ﹤0.01% 2254
2025
Q4 		$1.35M Buy
91,588
+28,327
+45% +$423K ﹤0.01% 2337
2025
Q3 		$967K Buy
63,261
+7,975
+14% +$123K ﹤0.01% 2614
2025
Q2 		$839K Sell
55,286
-1,590
-3% -$23.6K ﹤0.01% 2729
2025
Q1 		$872K Buy
56,876
+5,546
+11% +$85.4K ﹤0.01% 2574
2024
Q4 		$759K Buy
51,330
+5,324
+12% +$85.7K ﹤0.01% 2622
2024
Q3 		$786K Buy
46,006
+15,894
+53% +$251K ﹤0.01% 2526
2024
Q2 		$429K Buy
30,112
+1,835
+6% +$25.3K ﹤0.01% 2966
2024
Q1 		$417K Buy
28,277
+2,933
+12% +$41.3K ﹤0.01% 2982
2023
Q4 		$355K Buy
25,344
+12,469
+97% +$160K ﹤0.01% 3016
2023
Q3 		$168K Sell
12,875
-800
-6% -$11.1K ﹤0.01% 3449
2023
Q2 		$188K Buy
+13,675
New +$181K ﹤0.01% 3429

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Commonwealth Equity Services's RLTY Position: Q1 2026 in Review

Commonwealth Equity Services increased its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 13% in Q1 2026, buying an estimated $182K and bringing the position to 103,633 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Commonwealth Equity Services first reported a position in RLTY in Q2 2023 and has held it in 12 quarters since. 50 funds tracked by Wall St. Rank hold RLTY as of Q1 2026.

  • Commonwealth Equity Services held 103,633 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $1.51M as of Q1 2026.
  • Commonwealth Equity Services bought 12,045 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2026, an estimated $182K.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2254 holding.
  • Commonwealth Equity Services first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q2 2023 and has held it in 12 quarters since.
  • 50 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.