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

LexAurum Advisors Overland Park, Kansas $866M AUM

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 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. 4 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.
4 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.