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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 2025 vs. Q2 2025

How the institutions holding Cohen & Steers Real Estate Opportunities & Income Fund changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of RLTY: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders37139+3
Shares3.80M24.0K3.48M−289.3K (−7.7%)
Value$57.4M$365.1K$53.2M−$3.85M (−6.7%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (8)

Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to RLTY in Q3 2025
InstitutionSharesValue% of portfolio
Jane Street Group, LLC29,015$443.3K0.00%
Concorde Asset Management, LLC24,950$378.2K0.16%
Adapt Wealth Advisors, LLC23,515$359.3K0.13%
Allium Financial Advisors, LLC13,420$205.1K0.17%
Independent Financial Group, LLC12,900$197.1K0.00%
Citadel Advisors LLC12,186$186.2K0.00%
US Bancorp6,451$98.6K0.00%
Rockefeller Capital Management L.P.2,263$34.6K0.00%

Sold out (5)

Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of RLTY in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Envestnet Asset Management Inc25,665$389.6K
Cornerstone Advisors, LLC19,100$289.9K
Wetherby Asset Management Inc12,609$191.4K
BlackRock, Inc.7,179$109.0K
Geneos Wealth Management Inc.3,316$50.3K

Not filed for Q3 2025 yet (1)

Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding RLTY in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Atria Wealth Solutions, Inc.24,025$365.1K