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 2024 vs. Q2 2024
How the institutions holding Cohen & Steers Real Estate Opportunities & Income Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 31 | 36 | +5 |
| Shares | 4.00M | 3.46M | −537.4K (−13.4%) |
| Value | $56.9M | $59.2M | +$2.24M (+3.9%) |
New holders (9)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 70,507 | $1.20M | 0.02% |
| Citadel Advisors LLC | 28,026 | $479.0K | 0.00% |
| Total Clarity Wealth Management, Inc. | 16,510 | $282.2K | 0.09% |
| Cetera Investment Advisers | 13,461 | $230.1K | 0.00% |
| Geneos Wealth Management Inc. | 362 | $6.19K | 0.00% |
| Spire Wealth Management | 311 | $5.32K | 0.00% |
| Planned Solutions, Inc. | 250 | $4.27K | 0.00% |
| CWM, LLC | 148 | $3.00K | 0.00% |
| FMR LLC | 1 | $17 | 0.00% |
Sold out (4)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | 81,852 | $1.16M |
| Atlas Wealth LLC | 21,440 | $303.4K |
| Rockefeller Capital Management L.P. | 15,754 | $224.2K |
| Wolverine Asset Management LLC | 145 | $2.06K |