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

Wolverine 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 		$2.4M Sell
164,950
-13,486
-8% -$203K 0.02% 524
2025
Q4 		$2.62M Buy
178,436
+142,146
+392% +$2.12M 0.02% 513
2025
Q3 		$555K Sell
36,290
-35,356
-49% -$545K ﹤0.01% 852
2025
Q2 		$1.09M Buy
71,646
+53,382
+292% +$793K 0.01% 690
2025
Q1 		$280K Buy
18,264
+5,205
+40% +$80.1K ﹤0.01% 957
2024
Q4 		$193K Buy
+13,059
New +$210K ﹤0.01% 1030
2024
Q3 		– Sell
-145
Closed -$2.06K – 1775
2024
Q2 		$2.06K Buy
+145
New +$2K ﹤0.01% 1492
2024
Q1 		– Sell
-4,894
Closed -$68.5K – 1860
2023
Q4 		$68.5K Buy
+4,894
New +$62.8K ﹤0.01% 1170
2023
Q3 		– Sell
-4,071
Closed -$56.1K – 1958
2023
Q2 		$56.1K Sell
4,071
-4,775
-54% -$63.3K ﹤0.01% 1148
2023
Q1 		$119K Sell
8,846
-130,722
-94% -$1.89M ﹤0.01% 1090
2022
Q4 		$1.88M Buy
139,568
+50,666
+57% +$688K 0.02% 585
2022
Q3 		$1.19M Sell
88,902
-17,553
-16% -$283K 0.01% 734
2022
Q2 		$1.72M Buy
106,455
+89,261
+519% +$1.58M 0.02% 592
2022
Q1 		$341K Buy
+17,194
New +$342K ﹤0.01% 1061

Other funds holding RLTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

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

Wolverine Asset Management reduced its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 7.6% in Q1 2026, selling an estimated $203K and leaving 164,950 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #524.

Wolverine Asset Management first reported a position in RLTY in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.62M in Q4 2025. 50 funds tracked by Wall St. Rank hold RLTY as of Q1 2026.

  • Wolverine Asset Management held 164,950 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $2.4M as of Q1 2026.
  • Wolverine Asset Management sold 13,486 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q1 2026, an estimated $203K.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up 0.02% of Wolverine Asset Management's portfolio in Q1 2026, its #524 holding.
  • Wolverine Asset Management first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q1 2022 and has held it in 14 quarters since.
  • Wolverine Asset Management's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $2.62M 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 Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.