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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
15,410
shares
|
$231,304
0.0% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
15,355
shares
|
$230,478
0.09% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
13,420
shares
|
$201,434
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
12,900
shares
|
$193,629
0.01% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
12,835
shares
|
$192,653
0.04% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
12,825
shares
|
$192,503
0.12% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
12,222
shares
|
$183,452
0.0% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
12,186
shares
|
$182,911
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
12,114
shares
|
$181,831
0.0% of portfolio
|
Q3 2025
Reduced 55.51%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
10,547
shares
|
$158,310
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
6,451
shares
|
$96,829
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,042
shares
|
$45,660
0.0% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
2,338
shares
|
$35,093
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,263
shares
|
$33,967
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,700
shares
|
$25,517
0.0% of portfolio
|
Q1 2025
Added 88.89%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
568
shares
|
$8,525
0.01% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
200
shares
|
$3,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
24
shares
|
$360
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|