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Planned Solutions’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-250
Closed -$4.27K – 516
2024
Q3 		$4.27K Buy
+250
New +$3.95K ﹤0.01% 511
2024
Q1 		– Sell
-250
Closed -$3.5K – 445
2023
Q4 		$3.5K Buy
+250
New +$3.21K ﹤0.01% 483

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Planned Solutions's RLTY Position: Q4 2024 in Review

Planned Solutions sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q4 2024, closing a stake of 250 shares — an estimated $4.27K sold.

Planned Solutions first reported a position in RLTY in Q4 2023 and held it in 2 quarters. The position peaked at $4.27K in Q3 2024. 36 funds tracked by Wall St. Rank hold RLTY as of Q4 2024.

  • Planned Solutions reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 250 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q4 2024, an estimated $4.27K.
  • Planned Solutions first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $4.27K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.