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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
59.5KNew |
$856K - $947K
|
59.5K
$922K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-520- 12.85% |
$7.48K - $8.27K
|
3.53K
$54.6K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-66.3K- 8.95% |
$955K - $1.06M
|
675K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
48+ 6.5% |
$691 - $764
|
787
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.6K+ 6.93% |
$23K - $25.5K
|
24.7K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-98.7K- 30.95% |
$1.42M - $1.57M
|
220K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.99K+ 0.57% |
$115K - $127K
|
1.41M
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.3K+ 21.41% |
$335K - $370K
|
132K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
130K+ 76.12% |
$1.87M - $2.07M
|
301K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-780- 23.92% |
$11.2K - $12.4K
|
2.48K
$38.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$14.4 - $15.9
|
1
$15.5
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
283+ 2.13% |
$4.07K - $4.5K
|
13.6K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$168K - $186K
|
11.7K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
174New |
$2.5K - $2.77K
|
174
$2.7K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.56K+ 6.14% |
$109K - $120K
|
131K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.86K- 4.16% |
$41.2K - $45.5K
|
65.9K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.45KNew |
$35.2K - $39K
|
2.45K
$37.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-200- 1.08% |
$2.88K - $3.18K
|
18.2K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-127K- 59.52% |
$1.83M - $2.03M
|
86.7K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.1KNew |
$160K - $177K
|
11.1K
$172K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.21K+ 39.86% |
$74.9K - $82.8K
|
18.3K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 8.03% |
$25.9K - $28.6K
|
24.2K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.55K+ 10.8% |
$79.8K - $88.2K
|
56.9K
$881K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.12K- 5.73% |
$16K - $17.7K
|
18.3K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.86K+ 24.25% |
$69.9K - $77.3K
|
24.9K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-800- 5.63% |
$11.5K - $12.7K
|
13.4K
$208K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.71K- 24.43% |
$67.8K - $74.9K
|
14.6K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
800+ 88.89% |
$11.5K - $12.7K
|
1.7K
$26.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.5K+ 1689.19% |
$36K - $39.8K
|
2.65K
$41K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.22K+ 9.32% |
$104K - $115K
|
84.7K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.9KNew |
$344K - $381K
|
23.9K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
37.1K+ 50.1% |
$533K - $590K
|
111K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10K- 8.95% |
$144K - $159K
|
102K
$1.57M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.45K- 38.1% |
$36K - $42.5K
|
3.98K
$61.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.4K- 44.38% |
$183K - $215K
|
15.6K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.68K- 12.37% |
$54K - $63.7K
|
26.1K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$185K - $219K
|
12.6K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-326- 1.2% |
$4.79K - $5.65K
|
26.7K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.02KNew |
$29.7K - $35K
|
2.02K
$31.3K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.3K- 32.79% |
$103K - $128K
|
15K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20+ 0.16% |
$283 - $350
|
12.8K
$199K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$234K - $289K
|
16.5K
$256K
|
|
|
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
$586K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.52K+ 3.17% |
$35.6K - $44.1K
|
81.9K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
311New |
$4.4K - $5.45K
|
311
$4.82K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$3.54K - $4.38K
|
250
$3.87K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16.9KNew |
$220K - $247K
|
16.9K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-48- 66.67% |
$624 - $699
|
24
$372
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8KNew |
$205K - $229K
|
15.8K
$244K
|
|