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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
250+ 1.01% |
$3.79K - $3.95K
|
25K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.05K+ 20.17% |
$31.1K - $32.4K
|
12.2K
$183K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.26KNew |
$34.3K - $35.7K
|
2.26K
$34K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 6.22% |
$199K - $208K
|
225K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.8K- 2.66% |
$558K - $582K
|
1.35M
$20.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.1K- 55.51% |
$229K - $239K
|
12.1K
$182K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$185K - $192K
|
12.2K
$183K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.99K- 4.51% |
$90.8K - $94.6K
|
127K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
13.4KNew |
$203K - $212K
|
13.4K
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.74K+ 2.26% |
$26.3K - $27.4K
|
78.6K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-35.3K- 48.06% |
$534K - $557K
|
38.1K
$572K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-306K- 51.61% |
$4.63M - $4.82M
|
286K
$4.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
276+ 9.98% |
$4.18K - $4.36K
|
3.04K
$45.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29KNew |
$440K - $458K
|
29K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28K+ 19.47% |
$425K - $443K
|
172K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.94K- 11.17% |
$29.3K - $30.6K
|
15.4K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 116.85% |
$311K - $324K
|
38.1K
$571K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.45KNew |
$97.7K - $102K
|
6.45K
$96.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
23.5KNew |
$356K - $371K
|
23.5K
$353K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.27K+ 0.84% |
$49.5K - $51.6K
|
393K
$5.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.15K- 18.37% |
$93.1K - $97.1K
|
27.3K
$410K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-500- 3.73% |
$7.58K - $7.9K
|
12.9K
$194K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6.17K- 6.28% |
$93.4K - $97.4K
|
92K
$1.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.21K+ 12.6% |
$94.1K - $98.1K
|
55.5K
$834K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
314+ 2.09% |
$4.76K - $4.96K
|
15.4K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-31- 5.18% |
$470 - $489
|
568
$8.53K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-35.4K- 49.35% |
$536K - $558K
|
36.3K
$545K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.98K+ 14.42% |
$121K - $126K
|
63.3K
$950K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 8.77% |
$18.7K - $19.5K
|
12.8K
$193K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.06K- 8.62% |
$31.2K - $32.5K
|
21.8K
$328K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 8.13% |
$141K - $165K
|
121K
$1.82M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
24K+ 40.34% |
$317K - $371K
|
83.5K
$1.25M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$2.64K - $3.09K
|
200
$3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-211- 5.98% |
$2.78K - $3.26K
|
3.32K
$49.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12.6KNew |
$166K - $195K
|
12.6K
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
19.1KNew |
$252K - $295K
|
19.1K
$287K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.73K+ 7.23% |
$22.8K - $26.7K
|
25.7K
$385K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 0.83% |
$2.64K - $3.09K
|
24K
$361K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$14.4 - $15.9
|
1
$15
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.45KNew |
$35.2K - $39K
|
2.45K
$36.8K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
174New |
$2.5K - $2.77K
|
174
$2.61K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.1KNew |
$160K - $177K
|
11.1K
$167K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
800+ 88.89% |
$11.5K - $12.7K
|
1.7K
$25.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.68K- 12.37% |
$54K - $63.7K
|
26.1K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$185K - $219K
|
12.6K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-326- 1.2% |
$4.79K - $5.65K
|
26.7K
$401K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.02KNew |
$29.7K - $35K
|
2.02K
$30.4K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.3K- 32.79% |
$103K - $128K
|
15K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20+ 0.16% |
$283 - $350
|
12.8K
$193K
|
|