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 37 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $57.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,557,515
shares
|
$23.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
686,575
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 29.72%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
266,594
shares
|
$4.08 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
248,761
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
111,651
shares
|
$1.71 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
109,617
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
83,120
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
81,927
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
76,373
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2024
Added 66.0%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
70,507
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
63,679
shares
|
$974,288
0.24% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
46,006
shares
|
$703,891
0.0% of portfolio
|
Q3 2024
Added 52.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,806
shares
|
$578,431
0.0% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
29,728
shares
|
$454,838
0.0% of portfolio
|
Q3 2024
Added 33.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
28,026
shares
|
$428,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
27,055
shares
|
$413,941
0.01% of portfolio
|
Q3 2024
Added 22.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
22,625
shares
|
$346,162
0.0% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,600
shares
|
$330,480
0.21% of portfolio
|
Q3 2024
Added 25.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,672
shares
|
$316,281
0.0% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
18,342
shares
|
$280,632
0.0% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
16,941
shares
|
$259,197
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
16,510
shares
|
$252,603
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
14,958
shares
|
$228,857
0.0% of portfolio
|
Q3 2024
Reduced 32.79%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,200
shares
|
$217,260
0.01% of portfolio
|
Q4 2023
Added 10.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,461
shares
|
$205,953
0.0% of portfolio
|
Q3 2024
New holding
|