Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of Cohen & Steers Real Estate Opportunities & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
88.5K+ 29.43% |
$1.17M - $1.37M
|
389K
$5.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
53.4K+ 292.28% |
$704K - $824K
|
71.6K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
33.5KNew |
$442K - $517K
|
33.5K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
33K+ 29.7% |
$435K - $509K
|
144K
$2.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
21.3K+ 802.49% |
$280K - $328K
|
23.9K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
19.1KNew |
$252K - $295K
|
19.1K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12.6KNew |
$166K - $195K
|
12.6K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.45K+ 11.31% |
$98.3K - $115K
|
73.4K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 9.43% |
$30.9K - $36.2K
|
27.2K
$416K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.73K+ 7.23% |
$22.8K - $26.7K
|
25.7K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.47K+ 10.84% |
$19.4K - $22.7K
|
15K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
285+ 11.49% |
$3.76K - $4.4K
|
2.77K
$42.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-188- 23.89% |
$2.48K - $2.9K
|
599
$9.15K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 0.83% |
$2.64K - $3.09K
|
24K
$367K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-500- 3.43% |
$6.6K - $7.72K
|
14.1K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-800- 4.36% |
$10.6K - $12.4K
|
17.5K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-892- 4.89% |
$11.8K - $13.8K
|
17.3K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-900- 13.98% |
$11.9K - $13.9K
|
5.54K
$84.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.59K- 2.8% |
$21K - $24.5K
|
55.3K
$845K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.49K- 3.43% |
$46K - $53.8K
|
98.2K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.73K- 3.96% |
$115K - $135K
|
212K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.84K- 11.35% |
$130K - $152K
|
76.9K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 8.13% |
$141K - $165K
|
121K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35.4K- 41.79% |
$467K - $547K
|
49.3K
$754K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-82.9K- 12.28% |
$1.09M - $1.28M
|
592K
$9.05M
|