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 $64 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
14,569
shares
|
$225,673
0.05% of portfolio
|
Q1 2025
Reduced 24.43%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
13,570
shares
|
$210,199
0.09% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
13,400
shares
|
$207,566
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
12,825
shares
|
$198,659
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
11,667
shares
|
$180,721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
11,109
shares
|
$172,078
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
10,547
shares
|
$163,373
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,436
shares
|
$99,693
0.0% of portfolio
|
Q4 2024
Reduced 38.1%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,527
shares
|
$54,633
0.0% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,648
shares
|
$41,017
0.0% of portfolio
|
Q1 2025
Added 1689.19%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,481
shares
|
$38,430
0.0% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
2,449
shares
|
$37,935
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,338
shares
|
$36,215
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
2,022
shares
|
$31,320
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,700
shares
|
$26,333
0.0% of portfolio
|
Q1 2025
Added 88.89%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
787
shares
|
$12,190
0.01% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
174
shares
|
$2,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
24
shares
|
$371
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|