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Cohen & Steers Real Estate Opportunities and Income Fund

23 hedge funds and large institutions have $46.7M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.8M 2,149,891 +350,342 +19%
SCM
2
Saba Capital Management
New York
$4.17M 311,321 -134,213 -30%
Wells Fargo
3
Wells Fargo
California
$3.42M 255,450 +3,345 +1%
Bank of America
4
Bank of America
North Carolina
$2.37M 176,503 -4,856 -3%
LA
5
LexAurum Advisors
Kansas
$1.67M 124,443 -24,254 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.13M 84,361 +7,815 +10%
FM
7
Family Management
New York
$934K 69,708 -31,677 -31%
COLIM
8
City of London Investment Management
United Kingdom
$833K 62,090
RJA
9
Raymond James & Associates
Florida
$695K 51,843 +6,581 +15%
MSAM
10
Moloney Securities Asset Management
Missouri
$522K 38,958 +38,958 New
AW
11
Atlas Wealth
Ohio
$420K 31,316 -3,257 -9%
AWS
12
Atria Wealth Solutions
New York
$319K 23,775 +2,925 +14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$315K 23,512 -757 -3%
SPIA
14
Steward Partners Investment Advisory
New York
$268K 19,972
UBS Group
15
UBS Group
Switzerland
$222K 16,545 +9,382 +131%
LPL Financial
16
LPL Financial
California
$189K 14,115 +1,936 +16%
PFA
17
Pettinga Financial Advisors
Indiana
$182K 13,550 -2,900 -18%
WAM
18
Wolverine Asset Management
Illinois
$119K 8,846 -130,722 -94%
Osaic Holdings
19
Osaic Holdings
Arizona
$73.1K 5,455 +783 +17%
MHR
20
Matthew Hamilton Rosenberg
$13.4K 1,000
BWA
21
BDO Wealth Advisors
Florida
$4.65K 347 +347 New
ASN
22
Advisory Services Network
Georgia
$1.34K 100 +100 New
EWA
23
EverSource Wealth Advisors
Alabama
$134 10
LSC
24
Logan Stone Capital
Illinois
-72,307 Closed
FWA
25
Freedom Wealth Alliance
Wisconsin
-4,000 Closed