Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
35 hedge funds and large institutions have $64M 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, 17 increasing their positions, 4 reducing their positions, and 5 closing their positions.
325% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 4
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
85% more capital inflows, than outflows
Capital inflows: $15.1M | Capital outflows: $8.14M
17% more funds holding
Funds holding: 30 → 35 (+5)
1.82% more ownership
Funds ownership: 27.89% → 29.71% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.48M |
| 2 |
Logan Stone Capital
Chicago,
Illinois
|
+$547K |
| 3 |
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$277K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$192K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.27M |
| 2 |
Saba Capital Management
New York
|
-$1.3M |
| 3 |
Cresset Asset Management
Chicago,
Illinois
|
-$685K |
| 4 |
Steward Partners Investment Advisory
New York
|
-$271K |
| 5 |
Family Management
New York
|
-$260K |
RLTY Hedge Fund Activity: Q4 2023 in Review
35 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q4 2023, worth a combined $64M — up 15% from $55.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new RLTY positions and 5 closed out — a net gain of 6 holders — while 17 added to existing stakes and 4 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $1.48M. The largest seller was Morgan Stanley, cutting an estimated $5.27M.
- 35 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q4 2023, up from 30 in Q3 2023.
- Funds reported $64M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q4 2023, up 15% quarter-over-quarter.
- 11 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q4 2023 and 5 closed out, a net change of +6 holders.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q4 2023 was Cornerstone Advisors, an estimated $1.48M added.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q4 2023 was Morgan Stanley, an estimated $5.27M sold.
Based on aggregated 13F filings for Q4 2023.