Root Financial Partners
RLTY icon

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
Q3 		$37.7K Buy
+2,724
New +$42.1K ﹤0.01% 1229
2026
Q2 		– Sell
-69
Closed -$1K – 2568
2026
Q1 		$1K Buy
+69
New +$1.04K ﹤0.01% 2615

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
First Foundation Advisors
First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Root Financial Partners's RLTY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q3 2026: 2,724 shares worth $37.7K. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RLTY as recently as Q1 2026.

Root Financial Partners first reported a position in RLTY in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold RLTY as of Q3 2026.

  • Root Financial Partners held 2,724 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $37.7K as of Q3 2026.
  • Cohen & Steers Real Estate Opportunities and Income Fund was a new Root Financial Partners position in Q3 2026.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1229 holding.
  • Root Financial Partners first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.