Skip to main content

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.

Q4 2022 vs. Q3 2022

How the institutions holding Cohen & Steers Real Estate Opportunities & Income Fund changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of RLTY: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders21125+5
Shares2.42M10.5K3.47M+1.07M (+44.4%)
Value$32.3M$141.0K$46.8M+$14.6M (+45.5%)

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (9)

Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to RLTY in Q4 2022
InstitutionSharesValue% of portfolio
LexAurum Advisors, LLC148,697$2.00M0.72%
Logan Stone Capital, LLC72,307$974.7K0.36%
City of London Investment Management Co Ltd62,090$838.5K0.07%
Atlas Wealth LLC34,573$466.0K0.13%
Pettinga Financial Advisors, LLC16,450$221.7K0.07%
LPL Financial LLC12,179$164.2K0.00%
Freedom Wealth Alliance, LLC4,000$53.9K0.08%
Rosenberg Matthew Hamilton1,000$13.5K0.00%
JFS Wealth Advisors, LLC120$1.62K0.00%

Sold out (4)

Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of RLTY in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Jane Street Group, LLC16,286$218.0K
MUFG Americas Holdings Corp2,500$33.0K
Bessemer Group Inc192$3.00K
Gradient Investments LLC89$1.00K

Not filed for Q4 2022 yet (1)

Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding RLTY in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Hightower 6M Holding, LLC10,547$141.0K