Independent Financial Group’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Independent Financial Group’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	$669K	Buy	42,491 +6,300	+17%	+$98K	0.01%	855
2026 Q1	$526K	Buy	+36,191	New	+$546K	0.01%	911
2025 Q4	–	Sell	-12,900	Closed	-$197K	–	1476
2025 Q3	$197K	Buy	+12,900	New	+$199K	﹤0.01%	1299

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

Independent Financial Group's RLTY Position: Q2 2026 in Review

Independent Financial Group increased its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 17% in Q2 2026, buying an estimated $98K and bringing the position to 42,491 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #855.

Independent Financial Group first reported a position in RLTY in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

Independent Financial Group held 42,491 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $669K as of Q2 2026.
Independent Financial Group bought 6,300 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2026, an estimated $98K.
Cohen & Steers Real Estate Opportunities and Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #855 holding.
Independent Financial Group first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q3 2025 and has held it in 3 quarters since.
48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.