Latest Institutional Purchases of Cohen & Steers Real Estate Opportunities & Income Fund (RLTY)
This list provides information on the latest institutional transactions involving Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
88.5K+ 29.43% |
$1.17M - $1.37M
|
389K
$5.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
53.4K+ 292.28% |
$704K - $824K
|
71.6K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
33.5KNew |
$442K - $517K
|
33.5K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
33K+ 29.7% |
$435K - $509K
|
144K
$2.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
21.3K+ 802.49% |
$280K - $328K
|
23.9K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
19.1KNew |
$252K - $295K
|
19.1K
$292K
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
7.45K+ 11.31% |
$98.3K - $115K
|
73.4K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 9.43% |
$30.9K - $36.2K
|
27.2K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.06K+ 1.57% |
$27.2K - $31.8K
|
133K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.73K+ 7.23% |
$22.8K - $26.7K
|
25.7K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.47K+ 10.84% |
$19.4K - $22.7K
|
15K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
285+ 11.49% |
$3.76K - $4.4K
|
2.77K
$42.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$2.64K - $3.09K
|
200
$3.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
59.5KNew |
$856K - $947K
|
59.5K
$909K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$168K - $186K
|
11.7K
$178K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.1KNew |
$160K - $177K
|
11.1K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.45KNew |
$35.2K - $39K
|
2.45K
$37.4K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.6K+ 6.93% |
$23K - $25.5K
|
24.7K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
800+ 88.89% |
$11.5K - $12.7K
|
1.7K
$26K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
174New |
$2.5K - $2.77K
|
174
$2.66K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$14.4 - $15.9
|
1
$15.3
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$185K - $219K
|
12.6K
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.02KNew |
$29.7K - $35K
|
2.02K
$30.9K
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$3.54K - $4.38K
|
250
$3.82K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20+ 0.16% |
$283 - $350
|
12.8K
$196K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
21.4KNew |
$279K - $312K
|
21.4K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16.9KNew |
$220K - $247K
|
16.9K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8KNew |
$205K - $229K
|
15.8K
$241K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.72K+ 13.48% |
$126K - $142K
|
81.9K
$1.25M
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14KNew |
$189K - $206K
|
14K
$214K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
42.6KNew |
$487K - $601K
|
42.6K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
11.7KNew |
$133K - $164K
|
11.7K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.3KNew |
$118K - $146K
|
10.3K
$158K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$17.1K - $21.2K
|
1.5K
$22.9K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
188New |
$2.15K - $2.65K
|
188
$2.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$1.14K - $1.41K
|
100
$1.53K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
267KNew |
$3.43M - $3.88M
|
267K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 63.58% |
$262K - $297K
|
52.5K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.73KNew |
$73.7K - $83.5K
|
5.73K
$87.6K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2.34KNew |
$29.3K - $32.2K
|
2.34K
$35.7K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
347New |
$4.38K - $5.58K
|
347
$5.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4KNew |
$49.4K - $59.6K
|
4K
$61.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1KNew |
$12.4K - $14.9K
|
1K
$15.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
164+ 86.77% |
$2.03K - $2.44K
|
353
$5.39K
|
|