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.
Q1 2023 vs. Q4 2022
How the institutions holding Cohen & Steers Real Estate Opportunities & Income Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 25 | 23 | −2 |
| Shares | 3.47M | 3.48M | +10.9K (+0.3%) |
| Value | $46.8M | $46.7M | −$133.2K (−0.3%) |
New holders (3)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Moloney Securities Asset Management, LLC | 38,958 | $522.0K | 0.10% |
| BDO Wealth Advisors, LLC | 347 | $4.65K | 0.00% |
| Advisory Services Network, LLC | 100 | $1.34K | 0.00% |
Sold out (5)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Logan Stone Capital, LLC | 72,307 | $974.7K |
| Freedom Wealth Alliance, LLC | 4,000 | $53.9K |
| JPMorgan Chase & Co | 2,164 | $29.0K |
| IFP Advisors, Inc | 353 | $7.00K |
| JFS Wealth Advisors, LLC | 120 | $1.62K |