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

35 hedge funds and large institutions have $93.5M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$12M
3
CA
3
Cornerstone Advisors
North Carolina
$3.21M
4
GAMC
4
Garner Asset Management Corp
Texas
$706K
5
LSC
5
Logan Stone Capital
Illinois
$596K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$4.65M
2
CAM
2
Cresset Asset Management
Illinois
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
FM
4
Family Management
New York
$0
5
AW
5
Atlas Wealth
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.1M 4,224,486 +1,701,706 +67%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$12M 860,452 +860,452 New
SCM
3
Saba Capital Management
New York
$4.65M 332,181 -101,309 -23%
CA
4
Cornerstone Advisors
North Carolina
$3.21M 229,729 +115,474 +101%
Bank of America
5
Bank of America
North Carolina
$2.52M 179,797 +1,687 +0.9%
LA
6
LexAurum Advisors
Kansas
$2.1M 150,321 +11,885 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.47M 105,015 +9,841 +10%
Wells Fargo
8
Wells Fargo
California
$1.12M 79,820 +1,046 +1%
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$829K 59,280 +21,615 +57%
GAMC
10
Garner Asset Management Corp
Texas
$706K 11,650 +11,650 New
RJA
11
Raymond James & Associates
Florida
$637K 45,533 +7,140 +19%
COLIM
12
City of London Investment Management
United Kingdom
$636K 45,490 -1,800 -4%
LSC
13
Logan Stone Capital
Illinois
$596K 42,614 +42,614 New
MSAM
14
Moloney Securities Asset Management
Missouri
$582K 41,615 -546 -1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$504K 36,055 +12,173 +51%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$355K 25,344 +12,469 +97%
OC
17
Oppenheimer & Co
New York
$340K 24,278 +5,243 +28%
AWS
18
Atria Wealth Solutions
New York
$334K 23,875 +100 +0.4%
LPL Financial
19
LPL Financial
California
$273K 19,506 +3,965 +26%
PFA
20
Pettinga Financial Advisors
Indiana
$259K 18,500 +6,450 +54%
Stifel Financial
21
Stifel Financial
Missouri
$210K 15,000 +15,000 New
WS
22
Wedbush Securities
California
$199K 14,200 +1,400 +11%
CCG
23
Catalina Capital Group
California
$177K 12,680 +12,680 New
UBS Group
24
UBS Group
Switzerland
$171K 12,225 +709 +6%
Walleye Capital
25
Walleye Capital
New York
$145K 10,336 +10,336 New
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