Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
25 hedge funds and large institutions have $46.8M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
45% more capital invested
Capital invested by funds: $32.3M → $46.8M (+$14.5M)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
19% more funds holding
Funds holding: 21 → 25 (+4)
6.92% more ownership
Funds ownership: 15.83% → 22.75% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.66M |
| 2 |
SCM
Saba Capital Management
New York
|
+$4.51M |
| 3 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
+$2.02M |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$981K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$843K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$944K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$898K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$311K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$279K |
| 5 |
Jane Street
New York
|
-$218K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$218K | -16,286 | Closed |
|
|
MA
27
MUFG Americas
New York
| – | -$33K | -2,500 | Closed |
|
28
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -192 | Closed |
|
|
GI
29
Gradient Investments
Arden Hills,
Minnesota
| – | -$1K | -89 | Closed |
|
RLTY Hedge Fund Activity: Q4 2022 in Review
25 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q4 2022, worth a combined $46.8M — up 45% from $32.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RLTY positions and 4 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Royal Bank of Canada, cutting an estimated $944K.
- 25 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q4 2022, up from 21 in Q3 2022.
- Funds reported $46.8M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q4 2022, up 45% quarter-over-quarter.
- 9 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q4 2022 and 4 closed out, a net change of +5 holders.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $6.66M added.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q4 2022 was Royal Bank of Canada, an estimated $944K sold.
Based on aggregated 13F filings for Q4 2022.