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

30 hedge funds and large institutions have $55.5M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
1
Advisor Partners II
California
$3.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.9M
3
CAM
3
Cresset Asset Management
Illinois
$685K
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$492K
5
RJA
5
Raymond James & Associates
Florida
$501K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.03M
2
SCM
2
Saba Capital Management
New York
$5.66M
3
LSC
3
Logan Stone Capital
Illinois
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$617K
5
FM
5
Family Management
New York
$260K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.9M 2,522,780 +179,755 +8%
SCM
2
Saba Capital Management
New York
$5.66M 433,490 -35,911 -8%
API
3
Advisor Partners II
California
$3.48M 266,594 +266,594 New
Bank of America
4
Bank of America
North Carolina
$2.32M 178,110 -10,228 -5%
LA
5
LexAurum Advisors
Kansas
$1.81M 138,436 -1,198 -0.9%
CA
6
Cornerstone Advisors
North Carolina
$1.49M 114,255 -9,351 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.24M 95,174 +98 +0.1%
Wells Fargo
8
Wells Fargo
California
$1.03M 78,774 -50,721 -39%
CAM
9
Cresset Asset Management
Illinois
$685K 52,458 +20,389 +64%
COLIM
10
City of London Investment Management
United Kingdom
$617K 47,290 -19,800 -30%
MSAM
11
Moloney Securities Asset Management
Missouri
$550K 42,161 +668 +2%
RJA
12
Raymond James & Associates
Florida
$501K 38,393 +14,959 +64%
PIWA
13
Prevail Innovative Wealth Advisors
Kansas
$492K 37,665 +16,573 +79%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$312K 23,882 +370 +2%
AWS
15
Atria Wealth Solutions
New York
$310K 23,775 – –
SPIA
16
Steward Partners Investment Advisory
New York
$271K 20,755 -1,742 -8%
FM
17
Family Management
New York
$260K 19,939 -13,191 -40%
AW
18
Atlas Wealth
Ohio
$255K 19,537 -5,889 -23%
OC
19
Oppenheimer & Co
New York
$248K 19,035 +1,429 +8%
LPL Financial
20
LPL Financial
California
$203K 15,541 -349 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$168K 12,875 -800 -6%
WS
22
Wedbush Securities
California
$167K 12,800 +12,800 New
PFA
23
Pettinga Financial Advisors
Indiana
$157K 12,050 -750 -6%
UBS Group
24
UBS Group
Switzerland
$150K 11,516 -9 -0.1%
Comerica Bank
25
Comerica Bank
Texas
$79.8K 6,118 +6,118 New
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