Latest Institutional Transactions on Cohen & Steers Real Estate Opportunities & Income Fund (RLTY)
This table provides information on the latest institutional transactions involving Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$2.64K - $3.09K
|
200
$3.06K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-211- 5.98% |
$2.78K - $3.26K
|
3.32K
$50.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.3K- 2.07% |
$387K - $453K
|
1.39M
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.45K+ 11.31% |
$98.3K - $115K
|
73.4K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.84K- 11.35% |
$130K - $152K
|
76.9K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-892- 4.89% |
$11.8K - $13.8K
|
17.3K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12.6KNew |
$166K - $195K
|
12.6K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.73K- 3.96% |
$115K - $135K
|
212K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 8.13% |
$141K - $165K
|
121K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.06K+ 1.57% |
$27.2K - $31.8K
|
133K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-900- 13.98% |
$11.9K - $13.9K
|
5.54K
$84.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
285+ 11.49% |
$3.76K - $4.4K
|
2.77K
$42.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-800- 4.36% |
$10.6K - $12.4K
|
17.5K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
88.5K+ 29.43% |
$1.17M - $1.37M
|
389K
$5.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-82.9K- 12.28% |
$1.09M - $1.28M
|
592K
$9.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-188- 23.89% |
$2.48K - $2.9K
|
599
$9.15K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
19.1KNew |
$252K - $295K
|
19.1K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 9.43% |
$30.9K - $36.2K
|
27.2K
$416K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.47K+ 10.84% |
$19.4K - $22.7K
|
15K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
33.5KNew |
$442K - $517K
|
33.5K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.59K- 2.8% |
$21K - $24.5K
|
55.3K
$845K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
53.4K+ 292.28% |
$704K - $824K
|
71.6K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35.4K- 41.79% |
$467K - $547K
|
49.3K
$754K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.73K+ 7.23% |
$22.8K - $26.7K
|
25.7K
$392K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-500- 3.43% |
$6.6K - $7.72K
|
14.1K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 0.83% |
$2.64K - $3.09K
|
24K
$367K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
21.3K+ 802.49% |
$280K - $328K
|
23.9K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.49K- 3.43% |
$46K - $53.8K
|
98.2K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
33K+ 29.7% |
$435K - $509K
|
144K
$2.2M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
59.5KNew |
$856K - $947K
|
59.5K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.6K+ 6.93% |
$23K - $25.5K
|
24.7K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$168K - $186K
|
11.7K
$178K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$14.4 - $15.9
|
1
$15.3
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
174New |
$2.5K - $2.77K
|
174
$2.66K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.45KNew |
$35.2K - $39K
|
2.45K
$37.4K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.1KNew |
$160K - $177K
|
11.1K
$170K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-800- 5.63% |
$11.5K - $12.7K
|
13.4K
$205K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
800+ 88.89% |
$11.5K - $12.7K
|
1.7K
$26K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.4K- 44.38% |
$183K - $215K
|
15.6K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.68K- 12.37% |
$54K - $63.7K
|
26.1K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$185K - $219K
|
12.6K
$193K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-326- 1.2% |
$4.79K - $5.65K
|
26.7K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.02KNew |
$29.7K - $35K
|
2.02K
$30.9K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.3K- 32.79% |
$103K - $128K
|
15K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20+ 0.16% |
$283 - $350
|
12.8K
$196K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$234K - $289K
|
16.5K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.52K+ 3.17% |
$35.6K - $44.1K
|
81.9K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.75K+ 4.86% |
$24.8K - $30.7K
|
37.8K
$578K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
311New |
$4.4K - $5.45K
|
311
$4.75K
|
|