Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
30 hedge funds and large institutions have $54M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
30% more funds holding
Funds holding: 23 → 30 (+7)
16% more capital invested
Capital invested by funds: $46.7M → $54M (+$7.3M)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
2.84% more ownership
Funds ownership: 22.83% → 25.66% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.56M |
| 2 |
SCM
Saba Capital Management
New York
|
+$2.1M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.64M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$425K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$417K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.67M |
| 2 |
FM
Family Management
New York
|
-$485K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$377K |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$78.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$66.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Archer Investment Corporation
Carmel,
Indiana
| $32.2K | +$31K | +2,338 | New |
|
|
MHR
27
Matthew Hamilton Rosenberg
| $13.8K | – | – | – |
|
|
LFG
28
Larson Financial Group
St Louis,
Missouri
| $5.51K | +$5.3K | +400 | New |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$1.15K | +87 | New |
|
|
EWA
30
EverSource Wealth Advisors
Birmingham,
Alabama
| $138 | – | – | – |
|
|
BWA
31
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$4.65K | -347 | Closed |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| – | -$1.34K | -100 | Closed |
|
RLTY Hedge Fund Activity: Q2 2023 in Review
30 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q2 2023, worth a combined $54M — up 16% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RLTY positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Wells Fargo, cutting an estimated $1.67M.
- 30 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q2 2023, up from 23 in Q1 2023.
- Funds reported $54M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q2 2023, up 16% quarter-over-quarter.
- 9 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q2 2023 and 2 closed out, a net change of +7 holders.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q2 2023 was Morgan Stanley, an estimated $2.56M added.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q2 2023 was Wells Fargo, an estimated $1.67M sold.
Based on aggregated 13F filings for Q2 2023.