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

Cohen & Steers Real Estate Opportunities & Income Fund logo
$15.05 +0.02 (+0.13%)
Closing price 06/20/2025 03:59 PM Eastern
Extended Trading
$15.08 +0.02 (+0.17%)
As of 06/20/2025 05:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Cohen & Steers Real Estate Opportunities & Income Fund (NYSE:RLTY)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$18.24M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.63M
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RLTY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Beacon Capital Management Inc.59,500$903K0.0%N/A0.000%
5/21/2025 Geneos Wealth Management Inc.3,527$54K0.0%+575.7%0.000%
5/19/2025 Jane Street Group LLC11,667$179K0.0%N/A0.000%
5/16/2025 Concorde Asset Management LLC24,700$379K0.2%+6.9%0.000%
5/16/2025 Advisors Asset Management Inc.300,783$4.61M0.1%+76.1%0.000%
5/15/2025 Royal Bank of Canada131,882$2.02M0.0%+21.4%0.000%
5/14/2025 Comerica Bank2,481$38K0.0%-23.9%0.000%
5/13/2025 Elequin Capital LP2,449$38K0.0%N/A0.000%
5/12/2025 Virtu 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%
5/6/2025 Cetera Investment Advisers24,883$382K0.0%+24.3%0.000%
5/6/2025 Wedbush Securities Inc.13,400$206K0.0%-5.6%0.000%
5/2/2025 Pettinga Financial Advisors LLC14,569$223K0.1%-24.4%0.000%
5/2/2025 Larson 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%
2/17/2025 Pathstone Holdings LLC741,215$10.96M0.0%+8.0%0.000%
2/17/2025 Cetera Investment Advisers20,026$296K0.0%+48.8%0.000%
2/17/2025 Citadel Advisors LLC15,587$230K0.0%-44.4%0.000%
2/17/2025 Bank of America Corp DE318,997$4.72M0.0%+28.2%0.000%
2/13/2025 Concorde Asset Management LLC23,100$341K0.2%+6.9%0.000%
2/13/2025 Raymond James Financial Inc.123,174$1.82M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN214,158$3.17M0.0%+157.6%0.000%
2/11/2025 LPL Financial LLC19,463$288K0.0%-5.8%0.000%
2/11/2025 Samalin Investment Counsel LLC13,287$196K0.1%N/A0.000%
2/10/2025 Advisors Asset Management Inc.170,779$2.52M0.0%+142.2%0.000%
2/10/2025 Commonwealth Equity Services LLC51,330$759K0.0%+11.6%0.000%
2/7/2025 PNC Financial Services Group Inc.12,618$186K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.123,174$1.82M0.0%N/A0.000%
2/3/2025 Wolverine Asset Management LLC13,059$193K0.0%N/A0.000%
1/29/2025 DecisionPoint 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%
11/15/2024 Stifel Financial Corp18,342$313K0.0%+19.1%0.000%
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11/12/2024 Concorde Asset Management LLC21,600$369K0.2%+25.6%0.000%
11/8/2024 Advisors Asset Management Inc.70,507$1.21M0.0%N/A0.000%
11/7/2024 Pathstone 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%
8/12/2024 Concorde Asset Management LLC17,200$245K0.2%N/A0.000%
8/8/2024 Prevail 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%
7/31/2024 Commonwealth 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%
5/17/2024 Comerica Bank3,105$46K0.0%-64.2%0.000%
5/10/2024 City of London Investment Management Co. Ltd.19,090$281K0.0%-58.0%0.000%
5/10/2024 Prevail 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, 35 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), Royal Bank of Canada ($2.02M), Raymond James Financial Inc. ($1.82M), and Consolidated Portfolio Review Corp ($1.70M).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 29 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), Wells Fargo & Company MN ($131.04K), Consolidated Portfolio Review Corp ($111.05K), Bank of America Corp DE ($70.24K), Beacon Capital Management Inc. ($59.50K), and Pathstone Holdings LLC ($54.64K).

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

Institutional investors have bought a total of 1,206,270 shares in the last 24 months. This purchase volume represents approximately $18.24M 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), LexAurum Advisors LLC ($23.27K), Citadel Advisors LLC ($12.44K), Pettinga Financial Advisors LLC ($4.71K), LPL Financial LLC ($1.21K), Wedbush Securities Inc. ($800.00), and Comerica Bank ($780.00).

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

Institutional investors have sold a total of 333,567 shares in the last 24 months. This volume of shares sold represents approximately $5.63M in transactions.



This page (NYSE:RLTY) was last updated on 6/22/2025 by MarketBeat.com Staff
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