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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
17,548
shares
|
$277,082
0.0% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,347
shares
|
$273,909
0.0% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
15,041
shares
|
$237,497
0.09% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
14,069
shares
|
$222,149
0.05% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
13,400
shares
|
$211,586
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
12,825
shares
|
$202,506
0.59% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,609
shares
|
$199,096
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
10,547
shares
|
$166,537
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
10,171
shares
|
$160,600
0.0% of portfolio
|
Q2 2025
Added 83.72%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,316
shares
|
$52,359
0.0% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,766
shares
|
$43,675
0.0% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
2,338
shares
|
$36,917
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,700
shares
|
$26,843
0.0% of portfolio
|
Q1 2025
Added 88.89%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
599
shares
|
$9,458
0.01% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
200
shares
|
$3,158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
24
shares
|
$378
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 |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|