Pinnacle Wealth Planning Services’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Pinnacle Wealth Planning 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	$14.7K	Sell	1,010 -469	-32%	-$7.08K	﹤0.01%	1840
2025 Q4	$21.7K	Buy	+1,479	New	+$22.1K	﹤0.01%	1677

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 $79.5B AUM 27.1% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's RLTY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 32% in Q1 2026, selling an estimated $7.08K and leaving 1,010 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Pinnacle Wealth Planning Services first reported a position in RLTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.7K in Q4 2025. 50 funds tracked by Wall St. Rank hold RLTY as of Q1 2026.

Pinnacle Wealth Planning Services held 1,010 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $14.7K as of Q1 2026.
Pinnacle Wealth Planning Services sold 469 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2026, an estimated $7.08K.
Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1840 holding.
Pinnacle Wealth Planning Services first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $21.7K 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 Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.