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
2026 Q2	$45.6K	Buy	+2,897	New	+$45.1K	﹤0.01%	2581
2025 Q4	$50.9K	Buy	+3,460	New	+$51.7K	﹤0.01%	2345

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

Global Retirement Partners's RLTY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2026: 2,897 shares worth $45.6K. The stake represents ﹤0.01% of the portfolio and ranks #2581 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RLTY as recently as Q4 2025.

Global Retirement Partners first reported a position in RLTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $50.9K in Q4 2025. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

Global Retirement Partners held 2,897 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $45.6K as of Q2 2026.
Cohen & Steers Real Estate Opportunities and Income Fund was a new Global Retirement Partners position in Q2 2026.
Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2581 holding.
Global Retirement Partners first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2025 and has held it in 2 quarters since.
Global Retirement Partners's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $50.9K in Q4 2025.
48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.