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

World Investment Advisors’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	$953K	Hold	65,550	–	–	0.02%	718
2026 Q1	$953K	Buy	65,550 +33,900	+107%	+$511K	0.02%	725
2025 Q4	$465K	Buy	+31,650	New	+$473K	0.01%	954

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

World Investment Advisors's RLTY Position: Q2 2026 in Review

World Investment Advisors held its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) position steady in Q2 2026 at 65,550 shares worth $953K. The position accounts for 0.02% of the portfolio, ranked #718.

World Investment Advisors 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.

World Investment Advisors held 65,550 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $953K as of Q2 2026.
World Investment Advisors 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 0.02% of World Investment Advisors's portfolio in Q2 2026, its #718 holding.
World Investment Advisors 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.