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

Cohen & Steers Real Estate Opportunities & Income Fund logo
$13.65 -0.26 (-1.86%)
Closing price 03:59 PM Eastern
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$13.64 -0.01 (-0.04%)
As of 04:05 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)
19
Total
Institutional Inflows
(last 12 months)
$13.88M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.20M
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RLTY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
11/7/2024Pathstone Holdings LLC686,575$11.74M0.1%-29.7%0.000%
11/6/2024Oppenheimer & Co. Inc.27,055$462K0.0%+22.1%0.000%
10/30/2024Moloney Securities Asset Management LLC76,373$1.31M0.2%+66.0%0.000%
10/24/2024Consolidated Portfolio Review Corp63,679$1.09M0.2%+2.3%0.000%
10/17/2024LexAurum Advisors LLC120,023$2.05M0.5%-3.9%0.000%
8/12/2024Concorde Asset Management LLC17,200$245K0.2%N/A0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC81,852$1.17M0.4%+13.5%0.000%
8/1/2024Consolidated Portfolio Review Corp62,224$885K0.2%+345.3%0.000%
7/31/2024Commonwealth Equity Services LLC30,112$429K0.0%+6.5%0.000%
7/30/2024Moloney 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%
5/7/2024Oppenheimer & Co. Inc.22,662$334K0.0%-6.7%0.000%
5/2/2024Moloney Securities Asset Management LLC44,924$662K0.1%+8.0%0.000%
4/30/2024Consolidated Portfolio Review Corp13,975$206K0.1%N/A0.000%
4/22/2024PFG Investments LLC13,975$206K0.0%N/A0.000%
4/10/2024LexAurum Advisors LLC127,920$1.89M0.5%-14.9%0.000%
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(Data available from 1/1/2016 forward)

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RLTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RLTY shares?

During the previous two years, 24 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), Wells Fargo & Company MN ($3.17M), Advisors Asset Management Inc. ($2.52M), Raymond James Financial Inc. ($1.82M), LexAurum Advisors LLC ($1.65M), and Prevail Innovative Wealth Advisors LLC ($1.17M).Learn more on RLTY's institutional investors.

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

Of the 19 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: Raymond James Financial Inc. ($246.35K), Advisors Asset Management Inc. ($170.78K), Wells Fargo & Company MN ($131.04K), Consolidated Portfolio Review Corp ($73.99K), Bank of America Corp DE ($70.24K), Pathstone Holdings LLC ($54.64K), and Moloney Securities Asset Management LLC ($35.90K).

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

Institutional investors have bought a total of 924,404 shares in the last 24 months. This purchase volume represents approximately $13.88M 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 ($35.67K), City of London Investment Management Co. Ltd. ($26.40K), Citadel Advisors LLC ($12.44K), Comerica Bank ($5.56K), Oppenheimer & Co. Inc. ($1.62K), and LPL Financial LLC ($1.21K).

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

Institutional investors have sold a total of 373,257 shares in the last 24 months. This volume of shares sold represents approximately $6.20M in transactions.



This page (NYSE:RLTY) was last updated on 4/10/2025 by MarketBeat.com Staff
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