Institutional Ownership Cohen & Steers Real Estate Opportunities & Income Fund (RLTY)
This table provides information about the institutional ownership of Cohen & Steers Real Estate Opportunities & Income Fund (RLTY). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 4.13 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,414,406
shares
|
$20.7 Million
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
674,872
shares
|
$9.87 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
300,783
shares
|
$4.4 Million
0.09% of portfolio
|
Q1 2025
Added 76.12%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
266,594
shares
|
$3.9 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
220,258
shares
|
$3.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
131,882
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 21.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
130,732
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
111,054
shares
|
$1.62 Million
0.27% of portfolio
|
Q1 2025
Added 50.1%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
101,653
shares
|
$1.49 Million
0.31% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
86,700
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.52%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
84,737
shares
|
$1.24 Million
0.2% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
81,927
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
65,902
shares
|
$963,487
0.0% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Beacon Capital Management, Inc.
|
May 21, 2025 Q1 2025 |
59,500
shares
|
$869,890
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
56,876
shares
|
$831,527
0.0% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,806
shares
|
$552,723
0.0% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
26,729
shares
|
$390,777
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
24,883
shares
|
$363,789
0.0% of portfolio
|
Q1 2025
Added 24.25%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
24,700
shares
|
$361,114
0.21% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
24,225
shares
|
$354,169
0.0% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
23,935
shares
|
$349,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
18,348
shares
|
$268,247
0.0% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
18,264
shares
|
$267,019
0.01% of portfolio
|
Q1 2025
Added 39.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
18,239
shares
|
$266,654
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
16,941
shares
|
$247,677
0.02% of portfolio
|
Q2 2024
New holding
|