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

$16.08 +0.16 (+1.01%)
(As of 11/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$3.72M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$5.88M
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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
11/15/2024 Stifel Financial Corp18,342$313K0.0%+19.1%0.000%
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%
10/17/2024LexAurum 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%
7/31/2024Commonwealth 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%
5/17/2024 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%
4/10/2024LexAurum 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, 13 institutional investors and hedge funds held shares of Cohen & Steers Real Estate Opportunities & Income Fund. The most heavily invested institutionals were Pathstone Holdings LLC ($11.74M), LexAurum Advisors LLC ($2.05M), Moloney Securities Asset Management LLC ($1.31M), Advisors Asset Management Inc. ($1.21M), Prevail Innovative Wealth Advisors LLC ($1.17M), Consolidated Portfolio Review Corp ($1.09M), and Oppenheimer & Co. Inc. ($462K).Learn more on RLTY's institutional investors.

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

Of the 9 institutional investors that purchased Cohen & Steers Real Estate Opportunities & Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisors Asset Management Inc. ($70.51K), Consolidated Portfolio Review Corp ($63.68K), Moloney Securities Asset Management LLC ($34.76K), Prevail Innovative Wealth Advisors LLC ($22.57K), Concorde Asset Management LLC ($21.60K), PFG Investments LLC ($13.98K), and Oppenheimer & Co. Inc. ($4.90K).

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

Institutional investors have bought a total of 236,768 shares in the last 24 months. This purchase volume represents approximately $3.72M in transactions.

Which Cohen & Steers Real Estate Opportunities & Income Fund 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 ($27.30K), City of London Investment Management Co. Ltd. ($26.40K), Comerica Bank ($5.56K), and Oppenheimer & Co. Inc. ($1.62K).

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

Institutional investors have sold a total of 351,237 shares in the last 24 months. This volume of shares sold represents approximately $5.88M in transactions.



This page (NYSE:RLTY) was last updated on 11/21/2024 by MarketBeat.com Staff
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