Pinnacle Wealth Planning Services
RLTY icon

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
Q2 		$15.9K Sell
1,009
-1
-0.1% -$16 ﹤0.01% 1877
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

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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's RLTY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 0.1% in Q2 2026, selling an estimated $16 and leaving 1,009 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Pinnacle Wealth Planning Services first reported a position in RLTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.7K in Q4 2025. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,009 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $15.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1 Cohen & Steers Real Estate Opportunities and Income Fund share in Q2 2026, an estimated $16.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1877 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 3 quarters since.
  • Pinnacle Wealth Planning Services's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $21.7K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.