Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29KNew |
$440K - $458K
|
29K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28K+ 19.47% |
$425K - $443K
|
172K
$2.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
23.5KNew |
$356K - $371K
|
23.5K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.4K+ 19.27% |
$354K - $369K
|
145K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 116.85% |
$311K - $324K
|
38.1K
$571K
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
13.4KNew |
$203K - $212K
|
13.4K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 6.22% |
$199K - $208K
|
225K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$185K - $192K
|
12.2K
$183K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.98K+ 14.42% |
$121K - $126K
|
63.3K
$950K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.45KNew |
$97.7K - $102K
|
6.45K
$96.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.21K+ 12.6% |
$94.1K - $98.1K
|
55.5K
$834K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.27K+ 0.84% |
$49.5K - $51.6K
|
393K
$5.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.26KNew |
$34.3K - $35.7K
|
2.26K
$34K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.05K+ 20.17% |
$31.1K - $32.4K
|
12.2K
$183K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.74K+ 2.26% |
$26.3K - $27.4K
|
78.6K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
314+ 2.09% |
$4.76K - $4.96K
|
15.4K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
276+ 9.98% |
$4.18K - $4.36K
|
3.04K
$45.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
250+ 1.01% |
$3.79K - $3.95K
|
25K
$374K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-31- 5.18% |
$470 - $489
|
568
$8.53K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-500- 3.73% |
$7.58K - $7.9K
|
12.9K
$194K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 8.77% |
$18.7K - $19.5K
|
12.8K
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.94K- 11.17% |
$29.3K - $30.6K
|
15.4K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.06K- 8.62% |
$31.2K - $32.5K
|
21.8K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.99K- 4.51% |
$90.8K - $94.6K
|
127K
$1.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.15K- 18.37% |
$93.1K - $97.1K
|
27.3K
$410K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6.17K- 6.28% |
$93.4K - $97.4K
|
92K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.1K- 55.51% |
$229K - $239K
|
12.1K
$182K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-35.3K- 48.06% |
$534K - $557K
|
38.1K
$572K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-35.4K- 49.35% |
$536K - $558K
|
36.3K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.8K- 2.66% |
$558K - $582K
|
1.35M
$20.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-306K- 51.61% |
$4.63M - $4.82M
|
286K
$4.3M
|
|