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Cohen & Steers Real Estate Opportunities and Income Fund

46 hedge funds and large institutions have $54.1M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

18% more funds holding

Funds holding: 3946 (+7)

1.17% more ownership

Funds ownership: 20.83%22% (+1.2%)

2% more capital invested

Capital invested by funds: $53.2M → $54.1M (+$854K)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
15
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$199K +$21K +1,404 +12%
WS
27
Wedbush Securities
California
$190K
CCG
28
Catalina Capital Group
California
$190K +$1.09K +73 +0.6%
XT
29
XTX Topco
Cayman Islands
$188K +$191K +12,811 New
UBS Group
30
UBS Group
Switzerland
$182K -$384K -25,708 -67%
PFA
31
Pettinga Financial Advisors
Indiana
$164K -$25.4K -1,700 -13%
US Bancorp
32
US Bancorp
Minnesota
$94.8K
GRP
33
Global Retirement Partners
California
$50.9K +$51.7K +3,460 New
Comerica Bank
34
Comerica Bank
Texas
$40.7K -$4.09K -274 -9%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$39K -$287K -19,183 -88%
AIC
36
Archer Investment Corporation
Indiana
$34.4K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$34K +$762 +51 +2%
GWM
38
Gilpin Wealth Management
Colorado
$32.8K +$33.3K +2,231 New
LFG
39
Larson Financial Group
Missouri
$28.4K +$3.44K +230 +14%
KAS
40
Kestra Advisory Services
Texas
$23.8K +$24.2K +1,622 New
PWPS
41
Pinnacle Wealth Planning Services
Ohio
$21.7K +$22.1K +1,479 New
SAM
42
Smartleaf Asset Management
Massachusetts
$15.7K +$15.9K +1,066 New
WA
43
WPG Advisers
Maryland
$8.19K -$164 -11 -2%
HI
44
Harbour Investments
Wisconsin
$4.09K +$4.15K +278 New
AF
45
Allworth Financial
California
$1.47K +$1.49K +100 New
AssetMark Inc
46
AssetMark Inc
California
$353
CPRC
47
Consolidated Portfolio Review Corp
New York
-$2.63M -172,072 Closed
Jane Street
48
Jane Street
New York
-$443K -29,015 Closed
IFG
49
Independent Financial Group
California
-$197K -12,900 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$186K -12,186 Closed

RLTY Hedge Fund Activity: Q4 2025 in Review

46 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q4 2025, worth a combined $54.1M — up 1.6% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RLTY positions and 5 closed out — a net gain of 9 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $2.49M. The largest seller was Consolidated Portfolio Review Corp, exiting entirely with an estimated $2.63M sold.

  • 46 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q4 2025, up from 39 in Q3 2025.
  • Funds reported $54.1M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q4 2025, up 1.6% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q4 2025 and 5 closed out, a net change of +9 holders.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q4 2025 was Pathstone Holdings, an estimated $2.49M added.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q4 2025 was Consolidated Portfolio Review Corp, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2025.