Does Cohen & Steers Real Estate Opportunities & Income Fund pass AAOIFI screening?

Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) does not pass AAOIFI Shariah screening. AAOIFI requires: (1) no primary involvement in prohibited activities like alcohol, gambling, or conventional banking, (2) debt-to-market-cap below 30% (RLTY: 0.0%), (3) interest-bearing deposits below 30%, and (4) prohibited income below 5%. HalalScreener provides free AAOIFI screening for 6,200+ stocks at halalscreener.app.

How much purification is needed for Cohen & Steers Real Estate Opportunities & Income Fund stock?

Muslim investors purify the portion of dividends and realized gains that comes from non-permissible income by donating it to charity. HalalScreener's purification calculator at halalscreener.app/en/purification computes the exact percentage and amount for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) using the latest financial data.

Where can I screen Cohen & Steers Real Estate Opportunities & Income Fund for Shariah compliance for free?

HalalScreener (halalscreener.app) offers free Shariah compliance screening for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) and 5,100+ other US-listed stocks, ETFs, and 100+ cryptocurrencies. The screening uses AAOIFI Standard No. 21 and shows the verdict, compliance grade, score, and debt ratio free. No credit card or signup required for basic screening; the full ratio breakdown is part of Pro. HalalScreener also includes an AI Islamic Scholar for follow-up questions about RLTY's compliance across different madhabs (Hanafi, Shafi'i, Maliki, Hanbali, Ja'fari).

RLTY: Is Cohen & Steers Real Estate Opportunities & Income Fund Halal?

Cohen & Steers Real Estate Opportunities & Income Fund

NYSEFinancial ServicesUS

$15.80

+0.96%

Market Cap: 264.2M

Compliance Status

Not Halal

Screened on Aug 26, 2026 · AAOIFI Standard 21

Non-Compliant

0Score

Is Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) halal? Not Halal. Based on AAOIFI screening, Cohen & Steers Real Estate Opportunities & Income Fund has involvement in prohibited business activities with a compliance score of 0/100 (Grade: F).

Basket rule

Over the limit

An ETF is halal when non-compliant holdings stay under 5% of the basket by weight.

72.5% of 5.0% limit

98% of the basket's holdings were screened individually.

About Cohen & Steers Real Estate Opportunities & Income Fund

Cohen & Steers Real Estate Opportunities & Income Fund is a closed-end balanced mutual fund launched and managed by Cohen & Steers Capital Management, Inc. It invests in the public equity and fixed income markets of global region. For its equity portion, the fund invests directly and through derivatives in stocks of companies operating across financials, diversified financials, mortgage real estate investment trusts (reits) and real estate sectors. It uses derivatives such as options to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests in fixed income securities that are rate below investment grade. The fund employs fundamental analysis with bottom-up securities picking approach to create its portfolio. The fund employs proprietary research to create its portfolio. Cohen & Steers Real Estate Opportunities & Income Fund was formed on February 23, 2022 and is domiciled in the United States.?

Sector: Financial Services · Industry: Asset Management

Shariah Compliance Status

AAOIFI Standard 21Updated Aug 26, 2026

Business Activity Screen

Failed

Checks if the business is involved in prohibited activities (alcohol, gambling, pork, conventional banking, etc.)

Basket-weighted haram holdings exceed 5% (72.5%)

Basket Composition

98% of basket screened

ETFs are baskets of many stocks. AAOIFI-aligned rule: basket is halal when haram weight is under 5%. The purification share is the weighted prohibited-income contribution of the underlying holdings.

20%

73%

Halal20%

Doubtful5%

Not Halal73%

Unknown2%

Top Holdings

WELLWelltower IncHalal10.41%DLRDigital Realty Trust IncNot Halal6.98%CCICrown Castle IncNot Halal5.81%AMTAmerican Tower CorpNot Halal3.97%PLDPrologis IncDoubtful3.41%EQIXEquinix IncHalal2.65%EXRExtra Space Storage IncNot Halal2.61%IRMIron Mountain IncNot Halal2.48%ADCAgree Realty CorpNot Halal2.20%ELSEquity LifeStyle Properties IncDoubtful2.08%

Fiscal: N/AData source: FMP-LOOKTHROUGH

Halal Alternatives in Financial Services

This stock is not Shariah-compliant. Here are halal alternatives from the same sector, ranked by compliance score:

GLDA+

SPDR Gold Shares

$398.55

+0.17%

SLVA+

iShares Silver Trust

$57.44

+0.47%

PSLVA+

Sprott Physical Silver Trust

$21.30

+6.23%

PHYSA+

Sprott Physical Gold Trust

$31.75

+0.19%

CEFA+

Sprott Physical Gold and Silver Trust

$43.28

+4.44%

More Financial Services Stocks

JPM

JPMorgan Chase & Co.

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A+

PYPL

PayPal Holdings, Inc.

BAC

Bank of America Corporation

WFC

Wells Fargo & Company

Free · No credit card required

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Frequently Asked Questions

Is Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) halal to invest in?

Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) is rated Not Halal under AAOIFI Standard 21 screening. It fails either the business activity screen (primary involvement in prohibited sectors such as conventional banking, alcohol, or gambling) or one of the quantitative financial ratio thresholds. Muslim investors should avoid or exit this position.

Why did Cohen & Steers Real Estate Opportunities & Income Fund get a F compliance rating?

Cohen & Steers Real Estate Opportunities & Income Fund's compliance grade is determined by AAOIFI Standard 21 screening, a two-step process: (1) qualitative screen for prohibited business activities and (2) quantitative check of debt, interest deposits, and prohibited income ratios. Scroll up to see the detailed ratio breakdown.

What could change Cohen & Steers Real Estate Opportunities & Income Fund's Shariah verdict?

Cohen & Steers Real Estate Opportunities & Income Fund's verdict is recalculated whenever the fund rebalances or holdings change materially. If the haram-weight of underlying holdings crosses 5% (the AAOIFI threshold for fund look-through), the verdict will flip to Not Halal. HalalScreener rescreens ETFs at each rebalance cycle.

How often is Cohen & Steers Real Estate Opportunities & Income Fund re-screened for Shariah compliance?

Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) is re-screened annually using the most recent full-year financial data from SEC filings. HalalScreener also triggers an on-demand re-screen whenever the stored data is more than 7 days old, ensuring the ratios reflect the latest available financial statements. Last screened: Aug 26, 2026.

Screened according to AAOIFI Standard No. 21 · For informational purposes only. Consult a qualified Islamic finance advisor before investing.

Disclaimer: This screening is for informational purposes only and does not constitute financial, legal, or religious advice. Compliance is evaluated using AAOIFI financial standards (debt, deposits, and prohibited income ratios) and publicly available data. Ethical, political, social, or environmental considerations are outside the scope of this screening. Individual scholars and methodologies may differ. Always consult a qualified Islamic finance advisor before making investment decisions.