Prospera Financial Services’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Prospera Financial 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	–	Sell	-25,476	Closed	-$370K	–	1533
2026 Q1	$370K	Sell	25,476 -2,373	-9%	-$35.8K	0.01%	1121
2025 Q4	$409K	Buy	27,849 +522	+2%	+$7.8K	0.01%	1010
2025 Q3	$418K	Sell	27,327 -6,148	-18%	-$94.8K	0.01%	1012
2025 Q2	$508K	Buy	+33,475	New	+$497K	0.01%	901
2022 Q3	–	Sell	-352	Closed	-$6K	–	1426
2022 Q2	$6K	Buy	+352	New	+$6.24K	﹤0.01%	1438

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

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

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

Prospera Financial Services's RLTY Position: Q2 2026 in Review

Prospera Financial Services sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2026, closing a stake of 25,476 shares — an estimated $370K sold.

Prospera Financial Services first reported a position in RLTY in Q2 2022 and held it in 5 quarters. The position peaked at $508K in Q2 2025. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

Prospera Financial Services reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q2 2026 after selling out during the quarter.
Prospera Financial Services sold 25,476 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2026, an estimated $370K.
Prospera Financial Services first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q2 2022 and held it in 5 quarters.
Prospera Financial Services's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $508K in Q2 2025.
48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.