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 2025 vs. Q3 2025
How the institutions holding Cohen & Steers Real Estate Opportunities & Income Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 39 | 2 | 46 | +9 |
| Shares | 3.48M | 147.5K | 3.68M | +343.0K (+10.3%) |
| Value | $53.2M | $2.25M | $54.1M | +$3.11M (+6.1%) |
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Closed-End Fund Advisors, Inc. | 62,769 | $922.7K | 0.54% |
| Logan Stone Capital, LLC | 35,689 | $524.6K | 0.13% |
| Susquehanna International Group, LLP | 35,266 | $518.4K | 0.00% |
| Invesco Ltd. | 32,322 | $475.1K | 0.00% |
| Pensionmark Financial Group, LLC | 31,650 | $465.3K | 0.01% |
| Advisory Advocates, LLC | 21,705 | $319.1K | 0.32% |
| XTX Topco Ltd | 12,811 | $188.3K | 0.00% |
| Global Retirement Partners, LLC | 3,460 | $50.9K | 0.00% |
| Gilpin Wealth Management, LLC | 2,231 | $32.8K | 0.03% |
| Kestra Advisory Services, LLC | 1,622 | $23.8K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1,479 | $21.7K | 0.00% |
| Smartleaf Asset Management LLC | 1,066 | $15.7K | 0.00% |
| Harbour Investments, Inc. | 278 | $4.09K | 0.00% |
| Allworth Financial LP | 100 | $1.47K | 0.00% |
Sold out (5)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Consolidated Portfolio Review Corp | 172,072 | $2.63M |
| Jane Street Group, LLC | 29,015 | $443.3K |
| Independent Financial Group, LLC | 12,900 | $197.1K |
| Citadel Advisors LLC | 12,186 | $186.2K |
| Newbridge Financial Services Group, Inc. | 200 | $3.06K |
Not filed for Q4 2025 yet (2)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| LexAurum Advisors, LLC | 91,999 | $1.41M |
| Moloney Securities Asset Management, LLC | 55,536 | $848.6K |