BFC Planning, Inc.’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

BFC Planning, Inc.’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	$830K	Sell	52,704 -5,245	-9%	-$81.6K	0.03%	452
2026 Q1	$843K	Buy	57,949 +572	+1%	+$8.63K	0.04%	413
2025 Q4	$843K	Buy	+57,377	New	+$857K	0.04%	408
2025 Q3	–	Sell	-671	Closed	-$10.2K	–	2967
2025 Q2	$10.2K	Sell	671 -374	-36%	-$5.56K	﹤0.01%	1794
2025 Q1	$16K	Buy	+1,045	New	+$16.1K	﹤0.01%	1563

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

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

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

BFC Planning, Inc.'s RLTY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 9.1% in Q2 2026, selling an estimated $81.6K and leaving 52,704 shares worth $830K. The position accounts for 0.03% of the portfolio, ranked #452.

BFC Planning, Inc. first reported a position in RLTY in Q1 2025 and has held it in 5 quarters since. The position peaked at $843K in Q4 2025. 49 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

BFC Planning, Inc. held 52,704 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $830K as of Q2 2026.
BFC Planning, Inc. sold 5,245 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2026, an estimated $81.6K.
Cohen & Steers Real Estate Opportunities and Income Fund made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #452 holding.
BFC Planning, Inc. first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2025 and has held it in 5 quarters since.
BFC Planning, Inc.'s Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $843K in Q4 2025.
49 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.