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DecisionPoint Financial’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

DecisionPoint Financial’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
-2,022
Closed -$31K – 676
2025
Q1 		$31K Hold
2,022
– – 0.01% 103
2024
Q4 		$29.9K Buy
+2,022
New +$32.5K 0.01% 102

Other funds holding RLTY

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Pathstone Holdings
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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
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

DecisionPoint Financial's RLTY Position: Q2 2025 in Review

DecisionPoint Financial sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2025, closing a stake of 2,022 shares — an estimated $31K sold.

DecisionPoint Financial first reported a position in RLTY in Q4 2024 and held it in 2 quarters. The position peaked at $31K in Q1 2025. 37 funds tracked by Wall St. Rank hold RLTY as of Q2 2025.

  • DecisionPoint Financial reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q2 2025 after selling out during the quarter.
  • DecisionPoint Financial sold 2,022 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2025, an estimated $31K.
  • DecisionPoint Financial first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2024 and held it in 2 quarters.
  • DecisionPoint Financial's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $31K 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 DecisionPoint Financial's 13F filing for Q2 2025, filed 14 Aug 2025.