ALLIUM FINANCIAL ADVISORS, LLC
Position in RLTY — Cohen & Steers Real Estate Opportunities & Income Fund
CIK 2067277
LAKE OSWEGO, OR
Position in RLTY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$349,745
+$149,149 QoQ
Shares Held
24,054
+76.3% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RLTY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ALLIUM FINANCIAL ADVISORS, LLC holds $11,570,122 across 4 Asset Management names. RLTY ranks #3 (3.0% of the industry book) .
All Filings in RLTY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $349,745 | 24,054 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $200,596 | 13,646 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $205,057 | 13,420 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||