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 2024 vs. Q4 2023
How the institutions holding Cohen & Steers Real Estate Opportunities & Income Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 35 | 27 | −8 |
| Shares | 4.53M | 3.88M | −650.3K (−14.3%) |
| Value | $63.3M | $57.2M | −$6.04M (−9.5%) |
New holders (4)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| CI Private Wealth, LLC | 22,150 | $309.3K | 0.00% |
| Consolidated Portfolio Review Corp | 13,975 | $206.0K | 0.05% |
| PFG Investments, LLC | 13,975 | $206.0K | 0.01% |
| Assetmark, Inc | 72 | $1.06K | 0.00% |
Sold out (12)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Saba Capital Management, L.P. | 332,181 | $4.65M |
| Cornerstone Advisors, LLC | 229,729 | $3.21M |
| Logan Stone Capital, LLC | 42,614 | $596.2K |
| Pettinga Financial Advisors, LLC | 18,500 | $258.8K |
| Walleye Capital LLC | 10,336 | $144.6K |
| Wolverine Asset Management LLC | 4,894 | $68.5K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,500 | $21.0K |
| Rosenberg Matthew Hamilton | 1,000 | $14.0K |
| Planned Solutions, Inc. | 250 | $3.50K |
| American National Bank | 188 | $2.63K |
| Advisory Services Network, LLC | 100 | $1.40K |
| Garner Asset Management Corp | 11,650 | – |