Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
36 hedge funds and large institutions have $59.2M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
16% more funds holding
Funds holding: 31 → 36 (+5)
4% more capital invested
Capital invested by funds: $56.9M → $59.2M (+$2.24M)
3.52% less ownership
Funds ownership: 26.21% → 22.69% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.11M |
| 2 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$479K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$443K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$409K |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.56M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$4.58M |
| 3 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$1.16M |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$303K |
| 5 |
Rockefeller Capital Management
New York
|
-$224K |
RLTY Hedge Fund Activity: Q3 2024 in Review
36 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q3 2024, worth a combined $59.2M — up 3.9% from $56.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RLTY positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $5.56M.
- 36 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q3 2024, up from 31 in Q2 2024.
- Funds reported $59.2M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q3 2024, up 3.9% quarter-over-quarter.
- 9 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q3 2024 and 4 closed out, a net change of +5 holders.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q3 2024 was Advisors Asset Management, an estimated $1.11M added.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q3 2024 was Morgan Stanley, an estimated $5.56M sold.
Based on aggregated 13F filings for Q3 2024.