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.
Q3 2023 vs. Q2 2023
How the institutions holding Cohen & Steers Real Estate Opportunities & Income Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 30 | 30 | 0 |
| Shares | 3.92M | 4.26M | +340.0K (+8.7%) |
| Value | $54.0M | $55.5M | +$1.58M (+2.9%) |
New holders (4)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisor Partners II, LLC | 266,594 | $3.48M | 0.14% |
| Wedbush Securities Inc | 12,800 | $167.0K | 0.01% |
| Comerica Bank | 6,118 | $79.8K | 0.00% |
| JPMorgan Chase & Co | 5,732 | $74.8K | 0.00% |
Sold out (4)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Logan Stone Capital, LLC | 31,430 | $433.1K |
| Wolverine Asset Management LLC | 4,071 | $56.1K |
| CWM, LLC | 87 | $1.00K |
| EverSource Wealth Advisors, LLC | 10 | $138 |