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Cohen & Steers Real Estate Opportunities and Income Fund

50 hedge funds and large institutions have $56.7M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

9% more funds holding

Funds holding: 4650 (+4)

1.34% more ownership

Funds ownership: 22%23.33% (+1.3%)

5% more capital invested

Capital invested by funds: $54.1M → $56.7M (+$2.66M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$205K -$17.9K -1,186 -8%
Stifel Financial
27
Stifel Financial
Missouri
$199K -$26.8K -1,777 -11%
WS
28
Wedbush Securities
California
$188K
CCG
29
Catalina Capital Group
California
$188K +$332 +22 +0.2%
AWA
30
Adapt Wealth Advisors
Georgia
$186K -$69.8K -4,625 -27%
FFA
31
First Foundation Advisors
California
$159K +$165K +10,928 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$156K -$42.3K -2,807 -21%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$152K +$158K +10,474 New
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$145K +$151K +10,000 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$99.3K +$103K +6,828 New
US Bancorp
36
US Bancorp
Minnesota
$93.8K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$35.4K +$1.81K +120 +5%
AIC
38
Archer Investment Corporation
Indiana
$34K
GWM
39
Gilpin Wealth Management
Colorado
$32.4K
LFG
40
Larson Financial Group
Missouri
$28.1K
SAM
41
Smartleaf Asset Management
Massachusetts
$15.1K
PWPS
42
Pinnacle Wealth Planning Services
Ohio
$14.7K -$7.08K -469 -32%
WA
43
WPG Advisers
Maryland
$6.54K -$1.61K -107 -19%
OCM
44
Osbon Capital Management
Massachusetts
$5.79K +$6K +398 New
WTC
45
WhitTier Trust Company
Nevada
$2.6K +$2.61K +173 New
BlackRock
46
BlackRock
New York
$2.33K +$2.41K +160 New
AF
47
Allworth Financial
California
$2.18K +$754 +50 +50%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$2.15K -$37.8K -2,508 -94%
RFP
49
Root Financial Partners
California
$1K +$1.04K +69 New
AssetMark Inc
50
AssetMark Inc
California
$349

RLTY Hedge Fund Activity: Q1 2026 in Review

50 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q1 2026, worth a combined $56.7M — up 4.9% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RLTY positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $1.18M. The largest seller was Morgan Stanley, cutting an estimated $3.39M.

  • 50 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q1 2026, up from 46 in Q4 2025.
  • Funds reported $56.7M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q1 2026, up 4.9% quarter-over-quarter.
  • 11 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q1 2026 and 5 closed out, a net change of +6 holders.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q1 2026 was UBS Group, an estimated $1.18M added.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q1 2026 was Morgan Stanley, an estimated $3.39M sold.

Based on aggregated 13F filings for Q1 2026.