Global Retirement Partners’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Global Retirement Partners’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 Q4	$50.9K	Buy	+3,460	New	+$51.7K	﹤0.01%	2345

Other funds holding RLTY

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Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's RLTY Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q4 2025: 3,460 shares worth $50.9K. The stake represents ﹤0.01% of the portfolio and ranks #2345 among its holdings.

46 funds tracked by Wall St. Rank hold RLTY as of Q4 2025.

Global Retirement Partners held 3,460 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $50.9K as of Q4 2025.
Cohen & Steers Real Estate Opportunities and Income Fund was a new Global Retirement Partners position in Q4 2025.
Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2345 holding.
46 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.