Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
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.
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: 46 → 50 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.18M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.06M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.01M |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$546K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$541K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.39M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$525K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$518K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$203K |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$164K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LSC
51
Logan Stone Capital
Chicago,
Illinois
| – | -$525K | -35,689 | Closed |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$518K | -35,266 | Closed |
|
|
PFA
53
Pettinga Financial Advisors
Evansville,
Indiana
| – | -$164K | -11,135 | Closed |
|
|
KAS
54
Kestra Advisory Services
Austin,
Texas
| – | -$23.8K | -1,622 | Closed |
|
|
HI
55
Harbour Investments
Madison,
Wisconsin
| – | -$4.09K | -278 | Closed |
|
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.