Kestra Advisory Services’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-1,622	Closed	-$23.8K	–	4147
2025 Q4	$23.8K	Buy	+1,622	New	+$24.2K	﹤0.01%	4407

Other funds holding RLTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

WAM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Advisory Services's RLTY Position: Q1 2026 in Review

Kestra Advisory Services sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q1 2026, closing a stake of 1,622 shares — an estimated $23.8K sold.

Kestra Advisory Services first reported a position in RLTY in Q4 2025 and held it in 1 quarter. The position peaked at $23.8K in Q4 2025. 50 funds tracked by Wall St. Rank hold RLTY as of Q1 2026.

Kestra Advisory Services reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,622 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2026, an estimated $23.8K.
Kestra Advisory Services first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $23.8K in Q4 2025.
50 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.