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Cohen & Steers Real Estate Opportunities and Income Fund

36 hedge funds and large institutions have $57M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21M 1,385,068 -29,338 -2%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$8.99M 591,994 -82,878 -12%
AAM
3
Advisors Asset Management
Colorado
$5.91M 389,312 +88,529 +29%
Bank of America
4
Bank of America
North Carolina
$3.21M 211,531 -8,727 -4%
CPRC
5
Consolidated Portfolio Review Corp
New York
$2.19M 144,035 +32,981 +30%
Raymond James Financial
6
Raymond James Financial
Florida
$2.02M 132,791 +2,059 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.84M 121,164 -10,718 -8%
LA
8
LexAurum Advisors
Kansas
$1.49M 98,166 -3,487 -3%
Wells Fargo
9
Wells Fargo
California
$1.17M 76,856 -9,844 -11%
UBS Group
10
UBS Group
Switzerland
$1.11M 73,356 +7,454 +11%
WAM
11
Wolverine Asset Management
Illinois
$1.09M 71,646 +53,382 +292%
CCG
12
Catalina Capital Group
California
$889K 12,825
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$839K 55,286 -1,590 -3%
MSAM
14
Moloney Securities Asset Management
Missouri
$749K 49,323 -35,414 -42%
PFS
15
Prospera Financial Services
Texas
$508K 33,475 +33,475 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$413K 27,229 +2,346 +9%
OC
17
Oppenheimer & Co
New York
$406K 26,729
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$390K 25,665 +1,730 +7%
AWS
19
Atria Wealth Solutions
New York
$365K 24,025 -200 -0.8%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$363K 23,898 +21,250 +802%
CA
21
Cornerstone Advisors
North Carolina
$290K 19,100 +19,100 New
LPL Financial
22
LPL Financial
California
$266K 17,548 -800 -4%
Stifel Financial
23
Stifel Financial
Missouri
$263K 17,347 -892 -5%
SIC
24
Samalin Investment Counsel
New York
$228K 15,041 +1,471 +11%
PFA
25
Pettinga Financial Advisors
Indiana
$214K 14,069 -500 -3%