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

Cohen & Steers Real Estate Opportunities & Income Fund logo
$15.40 -0.02 (-0.13%)
As of 09/4/2026 03:57 PM Eastern
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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)
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
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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
8/20/2026 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%
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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%
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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.
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