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

Gilpin Wealth Management’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
Q3 		$30.9K Hold
2,231
– – 0.02% 254
2026
Q2 		$35.1K Hold
2,231
– – 0.02% 229
2026
Q1 		$32.4K Hold
2,231
– – 0.03% 219
2025
Q4 		$32.8K Buy
+2,231
New +$33.3K 0.03% 207

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Root Financial Partners
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gilpin Wealth Management's RLTY Position: Q3 2026 in Review

Gilpin Wealth Management held its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) position steady in Q3 2026 at 2,231 shares worth $30.9K. The position accounts for 0.02% of the portfolio, ranked #254.

Gilpin Wealth Management first reported a position in RLTY in Q4 2025 and has held it in 4 quarters since. The position peaked at $35.1K in Q2 2026. 6 funds tracked by Wall St. Rank hold RLTY as of Q3 2026.

  • Gilpin Wealth Management held 2,231 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $30.9K as of Q3 2026.
  • Gilpin Wealth Management left its Cohen & Steers Real Estate Opportunities and Income Fund share count unchanged in Q3 2026.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #254 holding.
  • Gilpin Wealth Management first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $35.1K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.