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

CreativeOne Wealth’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 		$176K Buy
+11,200
New +$174K ﹤0.01% 1162

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CreativeOne Wealth's RLTY Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2026: 11,200 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

  • CreativeOne Wealth held 11,200 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $176K as of Q2 2026.
  • Cohen & Steers Real Estate Opportunities and Income Fund was a new CreativeOne Wealth position in Q2 2026.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1162 holding.
  • 48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.