Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131K+ 157.65% |
$1.92M - $2.27M
|
214K
$3.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
123KNew |
$1.81M - $2.13M
|
123K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
100K+ 142.22% |
$1.47M - $1.74M
|
171K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.2K+ 28.23% |
$1.03M - $1.22M
|
319K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
56.3K+ 452.27% |
$827K - $975K
|
68.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
54.6K+ 7.96% |
$802K - $946K
|
741K
$11.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
19.3KNew |
$283K - $334K
|
19.3K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13.3KNew |
$195K - $230K
|
13.3K
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.1KNew |
$192K - $226K
|
13.1K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$185K - $219K
|
12.6K
$195K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.3K+ 16.19% |
$151K - $179K
|
74K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.57K+ 48.77% |
$96.4K - $114K
|
20K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.32K+ 11.57% |
$78.2K - $92.2K
|
51.3K
$795K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.02KNew |
$29.7K - $35K
|
2.02K
$31.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.5K+ 6.94% |
$22K - $26K
|
23.1K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.14K+ 1.49% |
$16.7K - $19.8K
|
77.5K
$1.2M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
739New |
$10.8K - $12.8K
|
739
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
477+ 17.13% |
$7K - $8.26K
|
3.26K
$50.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
160+ 44.2% |
$2.35K - $2.77K
|
522
$8.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
97+ 0.53% |
$1.42K - $1.68K
|
18.4K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
94+ 11.66% |
$1.38K - $1.63K
|
900
$13.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 0.88% |
$2.94K - $3.46K
|
22.4K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-326- 1.2% |
$4.79K - $5.65K
|
26.7K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-988- 0.9% |
$14.5K - $17.1K
|
109K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.21K- 5.85% |
$17.7K - $20.9K
|
19.5K
$301K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.45K- 38.1% |
$36K - $42.5K
|
3.98K
$61.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.68K- 12.37% |
$54K - $63.7K
|
26.1K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.37K- 6.98% |
$123K - $145K
|
112K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.4K- 44.38% |
$183K - $215K
|
15.6K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-151K- 9.7% |
$2.22M - $2.62M
|
1.41M
$21.8M
|