Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
21 hedge funds and large institutions have $32.3M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
91% more funds holding
Funds holding: 11 → 21 (+10)
17% more capital invested
Capital invested by funds: $27.7M → $32.3M (+$4.6M)
4.58% more ownership
Funds ownership: 11.25% → 15.83% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5M |
| 2 |
SCM
Saba Capital Management
New York
|
+$1.83M |
| 3 |
FM
Family Management
New York
|
+$1.71M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.45M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$790K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$283K |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$160K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$6K |
RLTY Hedge Fund Activity: Q3 2022 in Review
21 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q3 2022, worth a combined $32.3M — up 17% from $27.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RLTY positions and 2 closed out — a net gain of 10 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5M. The largest seller was Raymond James & Associates, cutting an estimated $790K.
- 21 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q3 2022, up from 11 in Q2 2022.
- Funds reported $32.3M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q3 2022, up 17% quarter-over-quarter.
- 12 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q3 2022 and 2 closed out, a net change of +10 holders.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q3 2022 was Morgan Stanley, an estimated $5M added.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q3 2022 was Raymond James & Associates, an estimated $790K sold.
Based on aggregated 13F filings for Q3 2022.