Go Pro
→ The end may be near for these iconic stocks (From Chaikin Analytics) (Ad)tc pixel Free RLTY Stock Alerts

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

Cohen & Steers Real Estate Opportunities & Income Fund logo
$14.14 -0.18 (-1.26%)
Closing price 09/25/2026 03:58 PM Eastern
Extended Trading
$14.12 -0.02 (-0.11%)
As of 09/25/2026 07:30 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$8.50M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.79M
Get RLTY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cohen & Steers Real Estate Opportunities & Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

RLTY Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Northwestern Mutual Wealth Management Co.7,943$125K0.0%+16.3%0.000%
8/17/2026 Bank of America Corp DE212,945$3.35M0.0%-6.5%0.000%
6/1/2026 Concorde Asset Management LLC22,350$325K0.2%-7.5%0.000%
5/19/2026 Bank of America Corp DE227,761$3.31M0.0%-2.1%0.000%
5/18/2026 Royal Bank of Canada170,368$2.48M0.0%+13.7%0.000%
5/13/2026 Cetera Investment Advisers10,711$156K0.0%-20.8%0.000%
5/6/2026 Independent Financial Group LLC36,191$526K0.0%N/A0.000%
5/1/2026 Fifth Third Bancorp10,474$152K0.0%N/A0.000%
4/27/2026 World Investment Advisors65,550$953K0.0%+107.1%0.000%
3/13/2026 World Investment Advisors31,650$465K0.0%N/A0.000%
2/19/2026 Invesco Ltd.32,322$475K0.0%N/A0.000%
2/18/2026 XTX Topco Ltd12,811$188K0.0%N/A0.000%
2/17/2026 Cetera Investment Advisers13,518$199K0.0%+11.6%0.000%
2/17/2026 Osaic Holdings Inc.23,238$342K0.0%+90.1%0.000%
2/17/2026 Royal Bank of Canada149,888$2.20M0.0%+3.7%0.000%
2/13/2026 Wells Fargo & Company MN80,219$1.18M0.0%+2.1%0.000%
2/13/2026 Concorde Asset Management LLC24,150$355K0.1%-3.2%0.000%
2/12/2026 Advisors Asset Management Inc.390,804$5.75M0.1%-0.5%0.000%
2/12/2026 Commonwealth Equity Services LLC91,588$1.35M0.0%+44.8%0.000%
2/12/2026 Pettinga Financial Advisors LLC11,135$164K0.0%-13.2%0.000%
2/11/2026 Gilpin Wealth Management LLC2,231$33K0.0%N/A0.000%
2/11/2026 LPL Financial LLC37,353$549K0.0%-1.8%0.000%
2/11/2026 Closed End Fund Advisors Inc.62,769$923K0.5%N/A0.000%
2/6/2026 Global Retirement Partners LLC3,460$51K0.0%N/A0.000%
2/4/2026 World Investment Advisors31,650$465K0.0%N/A0.000%
2/2/2026 Wolverine Asset Management LLC178,436$2.62M0.0%+391.7%0.000%
1/26/2026CWM LLC2,656$39K0.0%-87.8%0.000%
11/17/2025 Citadel Advisors LLC12,186$186K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE224,695$3.43M0.0%+6.2%0.000%
11/17/2025 Allium Financial Advisors LLC13,420$205K0.2%N/A0.000%
11/14/2025 Raymond James Financial Inc.126,799$1.94M0.0%-4.5%0.000%
11/13/2025 Pathstone Holdings LLC286,476$4.38M0.0%-51.6%0.000%
11/13/2025 UBS Group AG38,101$582K0.0%-48.1%0.000%
11/12/2025 Consolidated Portfolio Review Corp172,072$2.63M0.3%+19.5%0.000%
11/12/2025 US Bancorp DE6,451$99K0.0%N/A0.000%
11/10/2025 Adapt Wealth Advisors LLC23,515$359K0.1%N/A0.000%
11/6/2025 Advisors Asset Management Inc.392,578$6.00M0.1%+0.8%0.000%
11/6/2025 Prospera Financial Services Inc27,327$418K0.0%-18.4%0.000%
11/6/2025 LexAurum Advisors LLC91,999$1.41M0.2%-6.3%0.000%
11/5/2025Moloney Securities Asset Management LLC55,536$849K0.1%+12.6%0.000%
Buffett's Final Warning: "The Dollar Is Going to Hell" (Ad)

On May 3rd, 2025, Warren Buffett looked at his shareholders for the last time and said: "The dollar is going to hell." Ray Dalio agrees. The founder of Bridgewater Associates ($150 billion AUM) calls it a "debt death spiral." But there's a specific asset class and investment system that actually thrives when the dollar collapses.tc pixel

Watch how to protect yourself from what Dalio and Buffett see coming (free training).
10/28/2025 Wolverine Asset Management LLC36,290$555K0.0%-49.3%0.000%
10/21/2025 Pettinga Financial Advisors LLC12,835$196K0.0%-8.8%0.000%
10/15/2025CWM LLC21,839$334K0.0%-8.6%0.000%
9/4/2025 Osaic Holdings Inc.10,171$154K0.0%+58.0%0.000%
9/4/2025 Beacon Capital Management Inc.83,500$1.27M0.1%+40.3%0.000%
8/15/2025 Bank of America Corp DE211,531$3.21M0.0%-4.0%0.000%
8/14/2025 Raymond James Financial Inc.132,791$2.02M0.0%+1.6%0.000%
8/12/2025 Advisors Asset Management Inc.389,312$5.91M0.1%+29.4%0.000%
8/8/2025 Cornerstone Advisors LLC19,100$290K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers27,229$413K0.0%+9.4%0.000%
8/7/2025 Samalin Investment Counsel LLC15,041$228K0.1%+10.8%0.000%
8/6/2025 Prospera 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%
7/31/2025Moloney Securities Asset Management LLC49,323$749K0.1%-41.8%0.000%
7/25/2025CWM 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%
5/12/2025Wolverine Asset Management LLC18,264$280K0.0%+39.9%0.000%
5/9/2025Atria 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%
5/2/2025Pettinga Financial Advisors LLC14,569$223K0.1%-24.4%0.000%
5/2/2025Larson Financial Group LLC1,700$26K0.0%+88.9%0.000%
5/1/2025CWM LLC2,648$41K0.0%+1,689.2%0.000%
4/30/2025Moloney Securities Asset Management LLC84,737$1.30M0.2%+9.3%0.000%
4/29/2025Envestnet Asset Management Inc.23,935$367K0.0%N/A0.000%
4/23/2025Consolidated Portfolio Review Corp111,054$1.70M0.3%+50.1%0.000%
4/14/2025LexAurum Advisors LLC101,653$1.56M0.3%-9.0%0.000%
2/18/2025Pettinga 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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
2/7/2025PNC Financial Services Group Inc.12,618$186K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.123,174$1.82M0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC13,059$193K0.0%N/A0.000%
1/29/2025DecisionPoint Financial LLC2,022$30K0.0%N/A0.000%
1/28/2025Moloney Securities Asset Management LLC77,514$1.15M0.2%+1.5%0.000%
1/27/2025Consolidated Portfolio Review Corp73,987$1.09M0.2%+16.2%0.000%
1/21/2025LexAurum 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%


RLTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of Cohen & Steers Real Estate Opportunities & Income Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($5.75M), Pathstone Holdings LLC ($4.38M), Bank of America Corp DE ($3.35M), Consolidated Portfolio Review Corp ($2.63M), Wolverine Asset Management LLC ($2.62M), Royal Bank of Canada ($2.48M), and Raymond James Financial Inc. ($1.94M).Learn more on Cohen & Steers Real Estate Opportunities & Income Fund's institutional investors.

Of the 43 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. ($392.58K), Raymond James Financial Inc. ($248.41K), Wolverine Asset Management LLC ($213.79K), Wells Fargo & Company MN ($132.66K), Consolidated Portfolio Review Corp ($109.85K), World Investment Advisors ($97.20K), and Beacon Capital Management Inc. ($83.50K).

Institutional investors have bought a total of 575,195 shares in the last 24 months. This purchase volume represents approximately $8.50M in transactions.

Of the 13 institutional investors that sold Cohen & Steers Real Estate Opportunities & Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pathstone Holdings LLC ($305.52K), Wolverine Asset Management LLC ($35.36K), UBS Group AG ($35.26K), CWM LLC ($21.24K), Bank of America Corp DE ($19.80K), LexAurum Advisors LLC ($6.17K), and Prospera Financial Services Inc ($6.15K).

Institutional investors have sold a total of 446,287 shares in the last 24 months. This volume of shares sold represents approximately $6.79M in transactions.


Related Companies

Institutional ownership data for NYSE:RLTY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel