Adapt Wealth Advisors, LLC
- SEC CIK
- 0002013937
- Latest filing
- Aug 12, 2026
RLTY holding history
Cohen & Steers Real Estate Opportunities & Income Fund in every 13F filed by Adapt Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
RLTY overviewAll 13F holders of RLTYFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,290
- Value
- $177.7K
- % of portfolio
- 0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,290 | $177.7K | 0.1% | −1,500−11.7% | Reduced | Holders |
| Q1 2026 | 12,790 | $186.0K | 0.1% | −4,625−26.6% | Reduced | Holders |
| Q4 2025 | 17,415 | $256.0K | 0.1% | −6,100−25.9% | Reduced | Holders |
| Q3 2025 | 23,515 | $359.3K | 0.1% | +23,515 | New | Holders |