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Cornerstone Advisors’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Cornerstone Advisors’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
Q3 		– Sell
-19,100
Closed -$290K – 275
2025
Q2 		$290K Buy
+19,100
New +$284K 0.01% 258
2024
Q1 		– Sell
-229,729
Closed -$3.21M – 318
2023
Q4 		$3.21M Buy
229,729
+115,474
+101% +$1.48M 0.14% 162
2023
Q3 		$1.49M Sell
114,255
-9,351
-8% -$130K 0.07% 230
2023
Q2 		$1.7M Buy
+123,606
New +$1.64M 0.08% 182

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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