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 43 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $66.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,385,068
shares
|
$21.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
591,994
shares
|
$9.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
389,312
shares
|
$6.15 Million
0.11% of portfolio
|
Q2 2025
Added 29.43%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
266,594
shares
|
$4.21 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
211,531
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
144,035
shares
|
$2.27 Million
0.3% of portfolio
|
Q2 2025
Added 29.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
132,791
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
121,164
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
98,166
shares
|
$1.55 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Beacon Capital Management, Inc.
|
Sep 04, 2025 Q2 2025 |
83,500
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Added 40.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
81,927
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
76,856
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
73,356
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
71,646
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 292.28%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
55,286
shares
|
$872,965
0.0% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
49,323
shares
|
$778,810
0.1% of portfolio
|
Q2 2025
Reduced 41.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,806
shares
|
$596,956
0.0% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
33,475
shares
|
$528,570
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
27,229
shares
|
$429,945
0.0% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
26,729
shares
|
$422,050
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
25,665
shares
|
$405,250
0.0% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
24,700
shares
|
$390,013
0.21% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,025
shares
|
$379,354
0.01% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
23,898
shares
|
$377,349
0.0% of portfolio
|
Q2 2025
Added 802.49%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
19,100
shares
|
$301,589
0.01% of portfolio
|
Q2 2025
New holding
|