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 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 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 $79.5B AUM 27.1% 1-Year Est. Return

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

Smartleaf Asset Management's RLTY Position: Q1 2026 in Review

Smartleaf Asset Management held its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) position steady in Q1 2026 at 1,066 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Smartleaf Asset Management first reported a position in RLTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.7K in Q4 2025. 50 funds tracked by Wall St. Rank hold RLTY as of Q1 2026.

Smartleaf Asset Management held 1,066 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $15.1K as of Q1 2026.
Smartleaf Asset Management left its Cohen & Steers Real Estate Opportunities and Income Fund share count unchanged in Q1 2026.
Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2108 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 2 quarters since.
Smartleaf Asset Management's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $15.7K in Q4 2025.
50 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.