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Cohen & Steers Real Estate Opportunities and Income Fund
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Overview Fund Activity

25 hedge funds and large institutions have $46.8M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.3M
2
SCM
2
Saba Capital Management
New York
$6.01M
3
LA
3
LexAurum Advisors
Kansas
$2M
4
LSC
4
Logan Stone Capital
Illinois
$975K
5
COLIM
5
City of London Investment Management
United Kingdom
$839K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.03M
2
Bank of America
2
Bank of America
North Carolina
$2.44M
3
UBS Group
3
UBS Group
Switzerland
$96.6K
4
RJA
4
Raymond James & Associates
Florida
$610K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.3M 1,799,549 +490,971 +38%
SCM
2
Saba Capital Management
New York
$6.01M 445,534 +332,096 +293%
Wells Fargo
3
Wells Fargo
California
$3.4M 252,105 +14,025 +6%
Bank of America
4
Bank of America
North Carolina
$2.44M 181,359 -66,179 -27%
LA
5
LexAurum Advisors
Kansas
$2M 148,697 +148,697 New
WAM
6
Wolverine Asset Management
Illinois
$1.88M 139,568 +50,666 +57%
FM
7
Family Management
New York
$1.37M 101,385 -5,025 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.03M 76,546 -69,539 -48%
LSC
9
Logan Stone Capital
Illinois
$975K 72,307 +72,307 New
COLIM
10
City of London Investment Management
United Kingdom
$839K 62,090 +62,090 New
RJA
11
Raymond James & Associates
Florida
$610K 45,262 -20,586 -31%
AW
12
Atlas Wealth
Ohio
$466K 34,573 +34,573 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$327K 24,269 +12,146 +100%
AWS
14
Atria Wealth Solutions
New York
$281K 20,850 – –
SPIA
15
Steward Partners Investment Advisory
New York
$269K 19,972 +19,672 +6,557%
PFA
16
Pettinga Financial Advisors
Indiana
$222K 16,450 +16,450 New
LPL Financial
17
LPL Financial
California
$164K 12,179 +12,179 New
UBS Group
18
UBS Group
Switzerland
$96.6K 7,163 -22,924 -76%
Osaic Holdings
19
Osaic Holdings
Arizona
$63K 4,672 +2,140 +85%
FWA
20
Freedom Wealth Alliance
Wisconsin
$53.9K 4,000 +4,000 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$29K 2,164 -3,160 -59%
MHR
22
Matthew Hamilton Rosenberg
$13.5K 1,000 +1,000 New
IA
23
IFP Advisors
Florida
$7K 353 +164 +87%
JWA
24
JFS Wealth Advisors
Pennsylvania
$1.62K 120 +120 New
EWA
25
EverSource Wealth Advisors
Alabama
$135 10 – –
1
2