Osbon Capital Management’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Osbon Capital 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
2026 Q2	–	Sell	-398	Closed	-$5.79K	–	506
2026 Q1	$5.79K	Buy	+398	New	+$6K	﹤0.01%	350

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

Osbon Capital Management's RLTY Position: Q2 2026 in Review

Osbon Capital Management sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2026, closing a stake of 398 shares — an estimated $5.79K sold.

Osbon Capital Management first reported a position in RLTY in Q1 2026 and held it in 1 quarter. The position peaked at $5.79K in Q1 2026. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

Osbon Capital Management reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q2 2026 after selling out during the quarter.
Osbon Capital Management sold 398 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2026, an estimated $5.79K.
Osbon Capital Management first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2026 and held it in 1 quarter.
Osbon Capital Management's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $5.79K in Q1 2026.
48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.