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 Q2	$226K	Buy	14,359 +285	+2%	+$4.43K	0.07%	297
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 $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Samalin Investment Counsel's RLTY Position: Q2 2026 in Review

Samalin Investment Counsel increased its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 2% in Q2 2026, buying an estimated $4.43K and bringing the position to 14,359 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #297.

Samalin Investment Counsel first reported a position in RLTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $235K in Q3 2025. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

Samalin Investment Counsel held 14,359 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $226K as of Q2 2026.
Samalin Investment Counsel bought 285 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q2 2026, an estimated $4.43K.
Cohen & Steers Real Estate Opportunities and Income Fund made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #297 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 7 quarters since.
Samalin Investment Counsel's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $235K in Q3 2025.
48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.