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Cohen & Steers Real Estate Opportunities and Income Fund
RLTY

35 hedge funds and large institutions have $93.5M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

68% more capital invested

Capital invested by funds: $55.5M → $93.5M (+$38M)

17% more funds holding

Funds holding: 30 → 35 (+5)

15.66% more ownership

Funds ownership: 27.89% → 43.55% (+16%)

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.8M
2
CA
Cornerstone Advisors
North Carolina
+$1.48M
3
LSC
Logan Stone Capital
Illinois
+$547K
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$277K
5
Stifel Financial
Stifel Financial
Missouri
+$192K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$1.3M
2
CAM
Cresset Asset Management
Illinois
-$685K
3
SPIA
Steward Partners Investment Advisory
New York
-$271K
4
FM
Family Management
New York
-$260K
5
AW
Atlas Wealth
Ohio
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$121K +$32.7K +2,547 +42%
Osaic Holdings
27
Osaic Holdings
Arizona
$95.2K +$41.5K +3,231 +90%
WAM
28
Wolverine Asset Management
Illinois
$68.5K +$62.8K +4,894 New
AIC
29
Archer Investment Corporation
Indiana
$32.7K – – –
AWM
30
Avior Wealth Management
Nebraska
$21K +$19.2K +1,500 New
MHR
31
Matthew Hamilton Rosenberg
$14K – – –
LFG
32
Larson Financial Group
Missouri
$5.6K – – –
PS
33
Planned Solutions
California
$3.5K +$3.21K +250 New
ANBT
34
American National Bank & Trust
Texas
$2.63K +$2.41K +188 New
ASN
35
Advisory Services Network
Georgia
$1.4K +$1.28K +100 New
CAM
36
Cresset Asset Management
Illinois
– -$685K -52,458 Closed
SPIA
37
Steward Partners Investment Advisory
New York
– -$271K -20,755 Closed
FM
38
Family Management
New York
– -$260K -19,939 Closed
AW
39
Atlas Wealth
Ohio
– -$255K -19,537 Closed
JP Morgan Chase
40
JP Morgan Chase
New York
– -$74.8K -5,732 Closed
1
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RLTY Hedge Fund Activity: Q4 2023 in Review

35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q4 2023, worth a combined $93.5M — up 68% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RLTY positions and 5 closed out — a net gain of 6 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.8M. The largest seller was Saba Capital Management, cutting an estimated $1.3M.

  • 35 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q4 2023, up from 30 in Q3 2023.
  • Funds reported $93.5M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q4 2023, up 68% quarter-over-quarter.
  • 11 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q4 2023 and 5 closed out, a net change of +6 holders.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $21.8M added.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q4 2023 was Saba Capital Management, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2023.