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

Laird Norton Wetherby 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
2025
Q3 		– Sell
-12,609
Closed -$191K – 964
2025
Q2 		$191K Buy
+12,609
New +$187K 0.01% 889

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's RLTY Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q3 2025, closing a stake of 12,609 shares — an estimated $191K sold.

Laird Norton Wetherby Wealth Management first reported a position in RLTY in Q2 2025 and held it in 1 quarter. The position peaked at $191K in Q2 2025. 39 funds tracked by Wall St. Rank hold RLTY as of Q3 2025.

  • Laird Norton Wetherby Wealth Management reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 12,609 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q3 2025, an estimated $191K.
  • Laird Norton Wetherby Wealth Management first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q2 2025 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $191K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.