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Smartleaf Asset Management’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Smartleaf Asset Management’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 		$16.9K Hold
1,066
– – ﹤0.01% 2102
2026
Q1 		$15.1K Hold
1,066
– – ﹤0.01% 2108
2025
Q4 		$15.7K Buy
+1,066
New +$15.9K ﹤0.01% 2161

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Smartleaf Asset Management's RLTY Position: Q2 2026 in Review

Smartleaf Asset Management held its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) position steady in Q2 2026 at 1,066 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Smartleaf Asset Management first reported a position in RLTY in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

  • Smartleaf Asset Management held 1,066 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $16.9K as of Q2 2026.
  • Smartleaf Asset Management left its Cohen & Steers Real Estate Opportunities and Income Fund share count unchanged in Q2 2026.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2102 holding.
  • Smartleaf Asset Management first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.