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 Q1	$1K	Buy	+69	New	+$1.04K	﹤0.01%	2615

Other funds holding RLTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's RLTY Position: Q1 2026 in Review

Root Financial Partners opened a new position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q1 2026: 69 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2615 among its holdings.

50 funds tracked by Wall St. Rank hold RLTY as of Q1 2026.

Root Financial Partners held 69 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $1K as of Q1 2026.
Cohen & Steers Real Estate Opportunities and Income Fund was a new Root Financial Partners position in Q1 2026.
Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2615 holding.
50 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.