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WPG Advisers’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

WPG Advisers’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 		$7.07K Sell
449
-1
-0.2% -$16 ﹤0.01% 878
2026
Q1 		$6.54K Sell
450
-107
-19% -$1.61K ﹤0.01% 812
2025
Q4 		$8.19K Sell
557
-11
-2% -$164 0.01% 762
2025
Q3 		$8.68K Sell
568
-31
-5% -$478 0.01% 736
2025
Q2 		$9.09K Sell
599
-188
-24% -$2.79K 0.01% 678
2025
Q1 		$12.1K Buy
787
+48
+6% +$739 0.01% 591
2024
Q4 		$10.9K Buy
+739
New +$11.9K 0.01% 602

Other funds holding RLTY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

WPG Advisers's RLTY Position: Q2 2026 in Review

WPG Advisers reduced its Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) stake by 0.22% in Q2 2026, selling an estimated $16 and leaving 449 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

WPG Advisers first reported a position in RLTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.1K in Q1 2025. 19 funds tracked by Wall St. Rank hold RLTY as of Q2 2026.

  • WPG Advisers held 449 shares of Cohen & Steers Real Estate Opportunities and Income Fund worth $7.07K as of Q2 2026.
  • WPG Advisers sold 1 Cohen & Steers Real Estate Opportunities and Income Fund share in Q2 2026, an estimated $16.
  • Cohen & Steers Real Estate Opportunities and Income Fund made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #878 holding.
  • WPG Advisers first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $12.1K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.