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 38 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $60.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
12,825
shares
|
$208,277
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,451
shares
|
$202,204
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
10,547
shares
|
$171,283
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,478
shares
|
$56,482
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,784
shares
|
$45,212
0.0% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
2,338
shares
|
$37,969
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
806
shares
|
$13,089
0.0% of portfolio
|
Q1 2024
Added 101.5%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
362
shares
|
$5,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
311
shares
|
$5,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
250
shares
|
$4,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
148
shares
|
$2,403
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$389
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|