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.
Q2 2023 vs. Q1 2023
How the institutions holding Cohen & Steers Real Estate Opportunities & Income Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 23 | 30 | +7 |
| Shares | 3.48M | 3.92M | +433.3K (+12.4%) |
| Value | $46.7M | $54.0M | +$7.30M (+15.6%) |
New holders (9)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cornerstone Advisors, LLC | 123,606 | $1.70M | 0.08% |
| Cresset Asset Management, LLC | 32,069 | $441.9K | 0.00% |
| Logan Stone Capital, LLC | 31,430 | $433.1K | 0.15% |
| Prevail Innovative Wealth Advisors, LLC | 21,092 | $290.6K | 0.16% |
| Oppenheimer & Co Inc | 17,606 | $242.6K | 0.00% |
| Commonwealth Equity Services, LLC | 13,675 | $188.0K | 0.00% |
| Archer Investment Corp | 2,338 | $32.2K | 0.01% |
| Larson Financial Group LLC | 400 | $5.51K | 0.00% |
| CWM, LLC | 87 | $1.00K | 0.00% |
Sold out (2)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| BDO Wealth Advisors, LLC | 347 | $4.65K |
| Advisory Services Network, LLC | 100 | $1.34K |