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 2026 vs. Q4 2025
How the institutions holding Cohen & Steers Real Estate Opportunities & Income Fund changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 46 | 2 | 50 | +6 |
| Shares | 3.68M | 6.23K | 3.90M | +229.8K (+6.3%) |
| Value | $54.1M | $91.5K | $56.7M | +$2.75M (+5.1%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| LexAurum Advisors, LLC | 88,785 | $1.29M | 0.17% |
| Independent Financial Group, LLC | 36,191 | $526.2K | 0.01% |
| City of London Investment Management Co Ltd | 35,835 | $521.0K | 0.04% |
| First Foundation Advisors | 10,928 | $158.9K | 0.01% |
| Fifth Third Bancorp | 10,474 | $152.3K | 0.00% |
| Chevy Chase Trust Holdings, Inc. | 10,000 | $145.4K | 0.00% |
| Northwestern Mutual Wealth Management Co | 6,828 | $99.3K | 0.00% |
| Osbon Capital Management LLC | 398 | $5.79K | 0.00% |
| Whittier Trust Co of Nevada Inc | 173 | $2.60K | 0.00% |
| BlackRock, Inc. | 160 | $2.33K | 0.00% |
| Root Financial Partners, LLC | 69 | $1.00K | 0.00% |
Sold out (5)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Logan Stone Capital, LLC | 35,689 | $524.6K |
| Susquehanna International Group, LLP | 35,266 | $518.4K |
| Pettinga Financial Advisors, LLC | 11,135 | $163.7K |
| Kestra Advisory Services, LLC | 1,622 | $23.8K |
| Harbour Investments, Inc. | 278 | $4.09K |
Not filed for Q1 2026 yet (2)
Institutions that held Cohen & Steers Real Estate Opportunities & Income Fund at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Global Retirement Partners, LLC | 3,460 | $50.9K |
| Comerica Bank | 2,768 | $40.7K |