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Cohen & Steers Real Estate Opportunities & Income Fund

RLTY
Exchange
NYSE
SEC CIK
0001866874

No open-market purchases or sales by Cohen & Steers Real Estate Opportunities & Income Fund insiders were filed in the last 90 days; 48 institutions reported holding it in 13F filings for Q2 2026, worth $62.5M in total; no superinvestor holds it.

13F holders, Q1 2022

Institutional positions in Cohen & Steers Real Estate Opportunities & Income Fund as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
8
+8 vs. Q4 2021
Shares held
474.1K
+474.1K vs. Q4 2021
Total value
$9.43M
+$9.43M vs. Q4 2021
New holders
8
0 more added
Sold out
0
0 more reduced

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RLTY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 8 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 8 institutionsQ2 2022: 11 institutionsQ3 2022: 21 institutionsQ4 2022: 25 institutionsQ1 2023: 23 institutionsQ2 2023: 30 institutionsQ3 2023: 30 institutionsQ4 2023: 35 institutionsQ1 2024: 27 institutionsQ2 2024: 31 institutionsQ3 2024: 36 institutionsQ4 2024: 36 institutionsQ1 2025: 40 institutionsQ2 2025: 37 institutionsQ3 2025: 39 institutionsQ4 2025: 46 institutionsQ1 2026: 50 institutionsQ2 2026: 48 institutions
Value heldQ1 2022: $9.43M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $9.43MQ2 2022: $27.7MQ3 2022: $32.3MQ4 2022: $46.8MQ1 2023: $46.7MQ2 2023: $54.0MQ3 2023: $55.5MQ4 2023: $63.3MQ1 2024: $57.2MQ2 2024: $56.9MQ3 2024: $59.2MQ4 2024: $55.5MQ1 2025: $57.4MQ2 2025: $57.4MQ3 2025: $53.2MQ4 2025: $54.1MQ1 2026: $56.7MQ2 2026: $62.5M
Institutions holding RLTY and their total value by quarter
QuarterHoldersValue
Q2 202648$62.5M
Q1 202650$56.7M
Q4 202546$54.1M
Q3 202539$53.2M
Q2 202537$57.4M
Q1 202540$57.4M
Q4 202436$55.5M
Q3 202436$59.2M
Q2 202431$56.9M
Q1 202427$57.2M
Q4 202335$63.3M
Q3 202330$55.5M
Q2 202330$54.0M
Q1 202323$46.7M
Q4 202225$46.8M
Q3 202221$32.3M
Q2 202211$27.7M
Q1 20228$9.43M
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Cohen & Steers Real Estate Opportunities & Income Fund; share changes are against Q4 2021.

Institutions holding RLTY in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Raymond James & Associates150,050$2.98M0.00%+150,050New
UBS Group AG131,000$2.61M0.00%+131,000New
Wells Fargo & Company93,206$1.85M0.00%+93,206New
Morgan Stanley68,776$1.37M0.00%+68,776New
Wolverine Asset Management LLC17,194$341.0K0.00%+17,194New
HRT Financial LP10,163$202.0K0.00%+10,163New
Bank of America Corp3,600$72.0K0.00%+3,600New
IFP Advisors, Inc74$5.00K0.00%+74New