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Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) Institutional Ownership

Cohen & Steers Real Estate Opportunities & Income Fund logo
$15.40 -0.10 (-0.61%)
Closing price 08/6/2025 03:57 PM Eastern
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$15.41 +0.01 (+0.03%)
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Institutional Ownership Changes (13F Filings) for Cohen & Steers Real Estate Opportunities & Income Fund (NYSE:RLTY)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$19.68M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.22M
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RLTY Institutional Buying and Selling by Quarter

Cohen & Steers Real Estate Opportunities & Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025Prospera Financial Services Inc33,475$508K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC71,646$1.09M0.0%+292.3%0.000%
8/1/2025 Envestnet Asset Management Inc.25,665$390K0.0%+7.2%0.000%
7/31/2025 Moloney Securities Asset Management LLC49,323$749K0.1%-41.8%0.000%
7/25/2025 CWM LLC23,898$363K0.0%+802.5%0.000%
7/18/2025 Consolidated Portfolio Review Corp144,035$2.19M0.3%+29.7%0.000%
7/17/2025 LexAurum Advisors LLC98,166$1.49M0.2%-3.4%0.000%
5/21/2025Beacon Capital Management Inc.59,500$903K0.0%N/A0.000%
5/21/2025Geneos Wealth Management Inc.3,527$54K0.0%+575.7%0.000%
5/19/2025Jane Street Group LLC11,667$179K0.0%N/A0.000%
5/16/2025Concorde Asset Management LLC24,700$379K0.2%+6.9%0.000%
5/16/2025Advisors Asset Management Inc.300,783$4.61M0.1%+76.1%0.000%
5/15/2025Royal Bank of Canada131,882$2.02M0.0%+21.4%0.000%
5/14/2025Comerica Bank2,481$38K0.0%-23.9%0.000%
5/13/2025Elequin Capital LP2,449$38K0.0%N/A0.000%
5/12/2025Virtu Financial LLC11,109$170K0.0%N/A0.000%
5/12/2025 Wolverine Asset Management LLC18,264$280K0.0%+39.9%0.000%
5/9/2025 Atria Wealth Solutions Inc.24,225$372K0.0%+8.0%0.000%
5/6/2025Cetera Investment Advisers24,883$382K0.0%+24.3%0.000%
5/6/2025Wedbush Securities Inc.13,400$206K0.0%-5.6%0.000%
5/2/2025 Pettinga Financial Advisors LLC14,569$223K0.1%-24.4%0.000%
5/2/2025Larson Financial Group LLC1,700$26K0.0%+88.9%0.000%
5/1/2025 CWM LLC2,648$41K0.0%+1,689.2%0.000%
4/30/2025 Moloney Securities Asset Management LLC84,737$1.30M0.2%+9.3%0.000%
4/29/2025 Envestnet Asset Management Inc.23,935$367K0.0%N/A0.000%
4/23/2025 Consolidated Portfolio Review Corp111,054$1.70M0.3%+50.1%0.000%
4/14/2025 LexAurum Advisors LLC101,653$1.56M0.3%-9.0%0.000%
2/18/2025 Pettinga Financial Advisors LLC19,278$285K0.1%N/A0.000%
2/17/2025Pathstone Holdings LLC741,215$10.96M0.0%+8.0%0.000%
2/17/2025Cetera Investment Advisers20,026$296K0.0%+48.8%0.000%
2/17/2025Citadel Advisors LLC15,587$230K0.0%-44.4%0.000%
2/17/2025Bank of America Corp DE318,997$4.72M0.0%+28.2%0.000%
2/13/2025Concorde Asset Management LLC23,100$341K0.2%+6.9%0.000%
2/13/2025Raymond James Financial Inc.123,174$1.82M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN214,158$3.17M0.0%+157.6%0.000%
2/11/2025LPL Financial LLC19,463$288K0.0%-5.8%0.000%
2/11/2025Samalin Investment Counsel LLC13,287$196K0.1%N/A0.000%
2/10/2025Advisors Asset Management Inc.170,779$2.52M0.0%+142.2%0.000%
2/10/2025Commonwealth Equity Services LLC51,330$759K0.0%+11.6%0.000%
2/7/2025PNC Financial Services Group Inc.12,618$186K0.0%N/A0.000%
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2/6/2025Raymond James Financial Inc.123,174$1.82M0.0%N/A0.000%
2/3/2025 Wolverine Asset Management LLC13,059$193K0.0%N/A0.000%
1/29/2025DecisionPoint Financial LLC2,022$30K0.0%N/A0.000%
1/28/2025 Moloney Securities Asset Management LLC77,514$1.15M0.2%+1.5%0.000%
1/27/2025 Consolidated Portfolio Review Corp73,987$1.09M0.2%+16.2%0.000%
1/21/2025 LexAurum Advisors LLC111,651$1.65M0.3%-7.0%0.000%
11/15/2024Stifel Financial Corp18,342$313K0.0%+19.1%0.000%
11/12/2024Concorde Asset Management LLC21,600$369K0.2%+25.6%0.000%
11/8/2024Advisors Asset Management Inc.70,507$1.21M0.0%N/A0.000%
11/7/2024Pathstone Holdings LLC686,575$11.74M0.1%-29.7%0.000%
11/6/2024 Oppenheimer & Co. Inc.27,055$462K0.0%+22.1%0.000%
10/30/2024 Moloney Securities Asset Management LLC76,373$1.31M0.2%+66.0%0.000%
10/24/2024 Consolidated Portfolio Review Corp63,679$1.09M0.2%+2.3%0.000%
10/17/2024 LexAurum Advisors LLC120,023$2.05M0.5%-3.9%0.000%
8/12/2024Concorde Asset Management LLC17,200$245K0.2%N/A0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC81,852$1.17M0.4%+13.5%0.000%
8/1/2024 Consolidated Portfolio Review Corp62,224$885K0.2%+345.3%0.000%
7/31/2024Commonwealth Equity Services LLC30,112$429K0.0%+6.5%0.000%
7/30/2024 Moloney Securities Asset Management LLC46,009$655K0.1%+2.4%0.000%
5/17/2024Comerica Bank3,105$46K0.0%-64.2%0.000%
5/10/2024City of London Investment Management Co. Ltd.19,090$281K0.0%-58.0%0.000%
5/10/2024Prevail Innovative Wealth Advisors LLC72,129$1.06M0.4%+21.7%0.000%
5/7/2024 Oppenheimer & Co. Inc.22,662$334K0.0%-6.7%0.000%
5/2/2024 Moloney Securities Asset Management LLC44,924$662K0.1%+8.0%0.000%
4/30/2024 Consolidated Portfolio Review Corp13,975$206K0.1%N/A0.000%
4/22/2024 PFG Investments LLC13,975$206K0.0%N/A0.000%
4/10/2024 LexAurum Advisors LLC127,920$1.89M0.5%-14.9%0.000%
(Data available from 1/1/2016 forward)

RLTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RLTY shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Cohen & Steers Real Estate Opportunities & Income Fund. The most heavily invested institutionals were Pathstone Holdings LLC ($10.96M), Bank of America Corp DE ($4.72M), Advisors Asset Management Inc. ($4.61M), Wells Fargo & Company MN ($3.17M), Consolidated Portfolio Review Corp ($2.19M), Royal Bank of Canada ($2.02M), and Raymond James Financial Inc. ($1.82M).Learn more on Cohen & Steers Real Estate Opportunities & Income Fund's institutional investors.

Which institutional investors have been buying Cohen & Steers Real Estate Opportunities & Income Fund's stock?

Of the 30 institutional investors that purchased Cohen & Steers Real Estate Opportunities & Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisors Asset Management Inc. ($300.78K), Raymond James Financial Inc. ($246.35K), Consolidated Portfolio Review Corp ($144.04K), Wells Fargo & Company MN ($131.04K), Wolverine Asset Management LLC ($71.65K), Bank of America Corp DE ($70.24K), and Beacon Capital Management Inc. ($59.50K).

How much institutional buying is happening at Cohen & Steers Real Estate Opportunities & Income Fund?

Institutional investors have bought a total of 1,297,919 shares in the last 24 months. This purchase volume represents approximately $19.68M in transactions.

Which of Cohen & Steers Real Estate Opportunities & Income Fund's major shareholders have been selling company stock?

The following institutional investors have sold Cohen & Steers Real Estate Opportunities & Income Fund stock in the last 24 months: Pathstone Holdings LLC ($290.36K), Moloney Securities Asset Management LLC ($35.41K), LexAurum Advisors LLC ($26.76K), Citadel Advisors LLC ($12.44K), Pettinga Financial Advisors LLC ($4.71K), LPL Financial LLC ($1.21K), and Wedbush Securities Inc. ($800.00).

How much institutional selling is happening at Cohen & Steers Real Estate Opportunities & Income Fund?

Institutional investors have sold a total of 372,468 shares in the last 24 months. This volume of shares sold represents approximately $6.22M in transactions.


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This page (NYSE:RLTY) was last updated on 8/7/2025 by MarketBeat.com Staff
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