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

Root Financial Partners’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	-69	Closed	-$1K	–	2568
2026 Q1	$1K	Buy	+69	New	+$1.04K	﹤0.01%	2615

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AAM

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

WAM

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

Root Financial Partners's RLTY Position: Q2 2026 in Review

Root Financial Partners sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q2 2026, closing a stake of 69 shares — an estimated $1K sold.

Root Financial Partners first reported a position in RLTY in Q1 2026 and held it in 1 quarter. The position peaked at $1K in Q1 2026. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

Root Financial Partners reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 69 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2026, an estimated $1K.
Root Financial Partners first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $1K in Q1 2026.
48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.