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.
Q4 2024 vs. Q3 2024
How the institutions holding Cohen & Steers Real Estate Opportunities & Income Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 36 | 2 | 36 | +2 |
| Shares | 3.46M | 119.7K | 3.75M | +412.5K (+12.3%) |
| Value | $59.2M | $2.05M | $55.5M | −$1.62M (−2.8%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 123,174 | $1.82M | 0.00% |
| Pettinga Financial Advisors, LLC | 19,278 | $284.9K | 0.06% |
| Samalin Investment Counsel, LLC | 13,287 | $196.4K | 0.08% |
| Wolverine Asset Management LLC | 13,059 | $193.0K | 0.00% |
| The PNC Financial Services Group, Inc. | 12,618 | $186.5K | 0.00% |
| DecisionPoint Financial, LLC | 2,022 | $29.9K | 0.01% |
| WPG Advisers, LLC | 739 | $10.9K | 0.01% |
Sold out (5)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Total Clarity Wealth Management, Inc. | 16,510 | $282.2K |
| CI Private Wealth, LLC | 14,958 | $255.6K |
| Spire Wealth Management | 311 | $5.32K |
| Planned Solutions, Inc. | 250 | $4.27K |
| FMR LLC | 1 | $17 |
Not filed for Q4 2024 yet (2)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 81,927 | $1.40M |
| Raymond James Financial Services Advisors, Inc. | 37,806 | $646.1K |