Pasadena Private Wealth’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Pasadena Private Wealth’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	$160K	Buy	+10,140	New	+$158K	0.02%	254

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

Pasadena Private Wealth's RLTY Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2026: 10,140 shares worth $160K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings.

48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

Pasadena Private Wealth held 10,140 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $160K as of Q2 2026.
Cohen & Steers Real Estate Opportunities and Income Fund was a new Pasadena Private Wealth position in Q2 2026.
Cohen & Steers Real Estate Opportunities and Income Fund made up 0.02% of Pasadena Private Wealth's portfolio in Q2 2026, its #254 holding.
48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.