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

Newbridge Financial Services 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
2025
Q4 		– Sell
-200
Closed -$3.06K – 1400
2025
Q3 		$3.06K Hold
200
– – ﹤0.01% 1095
2025
Q2 		$3.04K Buy
+200
New +$2.97K ﹤0.01% 1096

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AAM
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Bank of America
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
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
Commonwealth Equity Services
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Newbridge Financial Services Group's RLTY Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q4 2025, closing a stake of 200 shares — an estimated $3.06K sold.

Newbridge Financial Services Group first reported a position in RLTY in Q2 2025 and held it in 2 quarters. The position peaked at $3.06K in Q3 2025. 46 funds tracked by Wall St. Rank hold RLTY as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 200 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q4 2025, an estimated $3.06K.
  • Newbridge Financial Services Group first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $3.06K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.