Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
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.
184% more capital inflows, than outflows
Capital inflows: $7.28M | Capital outflows: $2.57M
2.23% more ownership
Funds ownership: 25.66% → 27.89% (+2.2%)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisor Partners II
Walnut Creek,
California
|
+$3.69M |
| 2 |
Morgan Stanley
New York
|
+$2.49M |
| 3 |
Cresset Asset Management
Chicago,
Illinois
|
+$283K |
| 4 |
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$230K |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$703K |
| 2 |
Saba Capital Management
New York
|
-$498K |
| 3 |
Logan Stone Capital
Chicago,
Illinois
|
-$433K |
| 4 |
City of London Investment Management
London,
United Kingdom
|
-$274K |
| 5 |
Family Management
New York
|
-$183K |
RLTY Hedge Fund Activity: Q3 2023 in Review
30 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q3 2023, worth a combined $55.5M — up 2.9% from $54M a quarter earlier.
Fund positioning in RLTY was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 13 trimmed.
The largest buyer was Advisor Partners II, opening a new position worth an estimated $3.69M. The largest seller was Wells Fargo, cutting an estimated $703K.
- 30 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $55.5M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q3 2023, up 2.9% quarter-over-quarter.
- 4 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q3 2023 was Advisor Partners II, an estimated $3.69M added.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q3 2023 was Wells Fargo, an estimated $703K sold.
Based on aggregated 13F filings for Q3 2023.