Samalin Investment Counsel’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Samalin Investment Counsel’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	$205K	Sell	14,074 -1,186	-8%	-$17.9K	0.07%	290
2025 Q4	$224K	Sell	15,260 -95	-0.6%	-$1.42K	0.08%	272
2025 Q3	$235K	Buy	15,355 +314	+2%	+$4.84K	0.08%	284
2025 Q2	$228K	Buy	15,041 +1,471	+11%	+$21.9K	0.09%	282
2025 Q1	$208K	Buy	13,570 +283	+2%	+$4.36K	0.08%	293
2024 Q4	$196K	Buy	+13,287	New	+$214K	0.08%	266

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

Samalin Investment Counsel's RLTY Position: Q1 2026 in Review

Samalin Investment Counsel reduced its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 7.8% in Q1 2026, selling an estimated $17.9K and leaving 14,074 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #290.

Samalin Investment Counsel first reported a position in RLTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $235K in Q3 2025. 50 funds tracked by Wall St. Rank hold RLTY as of Q1 2026.

Samalin Investment Counsel held 14,074 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $205K as of Q1 2026.
Samalin Investment Counsel sold 1,186 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2026, an estimated $17.9K.
Cohen & Steers Real Estate Opportunities and Income Fund made up 0.07% of Samalin Investment Counsel's portfolio in Q1 2026, its #290 holding.
Samalin Investment Counsel first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2024 and has held it in 6 quarters since.
Samalin Investment Counsel's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $235K in Q3 2025.
50 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.