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

First Foundation 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
2026 Q2	$884K	Buy	56,173 +45,245	+414%	+$704K	0.03%	193
2026 Q1	$159K	Buy	+10,928	New	+$165K	0.01%	328

Other funds holding RLTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Foundation Advisors's RLTY Position: Q2 2026 in Review

First Foundation Advisors increased its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 414% in Q2 2026, buying an estimated $704K and bringing the position to 56,173 shares worth $884K. The position accounts for 0.03% of the portfolio, ranked #193.

First Foundation Advisors first reported a position in RLTY in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

First Foundation Advisors held 56,173 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $884K as of Q2 2026.
First Foundation Advisors bought 45,245 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2026, an estimated $704K.
Cohen & Steers Real Estate Opportunities and Income Fund made up 0.03% of First Foundation Advisors's portfolio in Q2 2026, its #193 holding.
First Foundation Advisors first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2026 and has held it in 2 quarters since.
48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.