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Cohen & Steers Real Estate Opportunities and Income Fund
RLTY

Overview Fund Activity

30 hedge funds and large institutions have $55.5M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
1
Advisor Partners II
California
$3.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.9M
3
CAM
3
Cresset Asset Management
Illinois
$685K
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$492K
5
RJA
5
Raymond James & Associates
Florida
$501K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.03M
2
SCM
2
Saba Capital Management
New York
$5.66M
3
LSC
3
Logan Stone Capital
Illinois
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$617K
5
FM
5
Family Management
New York
$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$74.8K +$74.8K +5,732 New
Osaic Holdings
27
Osaic Holdings
Arizona
$46.7K +$548 +42 +1%
AIC
28
Archer Investment Corporation
Indiana
$30.5K – – –
MHR
29
Matthew Hamilton Rosenberg
$13.1K – – –
LFG
30
Larson Financial Group
Missouri
$5.22K – – –
LSC
31
Logan Stone Capital
Illinois
– -$433K -31,430 Closed
WAM
32
Wolverine Asset Management
Illinois
– -$56.1K -4,071 Closed
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
– -$1K -87 Closed
EWA
34
EverSource Wealth Advisors
Alabama
– -$138 -10 Closed
1
2