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 40 institutions that hold shares in the stock, with a total of 4.15 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,406,412
shares
|
$22.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
741,215
shares
|
$11.7 Million
0.05% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
318,997
shares
|
$5.01 Million
0.0% of portfolio
|
Q4 2024
Added 28.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
266,594
shares
|
$4.19 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
214,158
shares
|
$3.37 Million
0.0% of portfolio
|
Q4 2024
Added 157.65%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
170,779
shares
|
$2.68 Million
0.05% of portfolio
|
Q4 2024
Added 142.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
123,174
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
111,651
shares
|
$1.76 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
108,629
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
81,927
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
77,514
shares
|
$1.22 Million
0.16% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
73,987
shares
|
$1.16 Million
0.17% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
68,763
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 452.27%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
51,330
shares
|
$806,907
0.0% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,806
shares
|
$594,310
0.0% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
26,729
shares
|
$420,179
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
26,050
shares
|
$409,506
0.0% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
23,100
shares
|
$363,132
0.19% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
22,425
shares
|
$352,521
0.0% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
20,026
shares
|
$314,808
0.0% of portfolio
|
Q4 2024
Added 48.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
19,463
shares
|
$305,958
0.0% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
19,278
shares
|
$303,050
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
18,439
shares
|
$289,861
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
16,941
shares
|
$266,312
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
15,587
shares
|
$245,027
0.0% of portfolio
|
Q4 2024
Reduced 44.38%
|