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 44 institutions that hold shares in the stock, with a total of 3.89 Million shares, which have been reported (via 13F filing form) to have a value of $58.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,348,230
shares
|
$20.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
392,578
shares
|
$5.89 Million
0.11% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
286,476
shares
|
$4.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 51.61%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
266,594
shares
|
$4 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
224,695
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
172,072
shares
|
$2.58 Million
0.33% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
144,517
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
126,799
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
91,999
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
83,500
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2025
Added 40.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
81,927
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
78,593
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
63,261
shares
|
$949,547
0.0% of portfolio
|
Q3 2025
Added 14.42%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
55,536
shares
|
$833,595
0.11% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
38,101
shares
|
$571,896
0.0% of portfolio
|
Q3 2025
Reduced 48.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
38,052
shares
|
$571,160
0.0% of portfolio
|
Q3 2025
Added 116.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,806
shares
|
$567,468
0.0% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
36,290
shares
|
$544,712
0.01% of portfolio
|
Q3 2025
Reduced 49.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
29,015
shares
|
$435,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
27,327
shares
|
$410,178
0.01% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
26,729
shares
|
$401,202
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
24,950
shares
|
$374,499
0.17% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,025
shares
|
$360,615
0.01% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
23,515
shares
|
$352,960
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
21,839
shares
|
$327,803
0.0% of portfolio
|
Q3 2025
Reduced 8.62%
|
|