Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
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.
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
68% more capital invested
Capital invested by funds: $55.5M → $93.5M (+$38M)
17% more funds holding
Funds holding: 30 → 35 (+5)
15.66% more ownership
Funds ownership: 27.89% → 43.55% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.8M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.48M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$547K |
| 4 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$277K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$1.3M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$685K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$271K |
| 4 |
FM
Family Management
New York
|
-$260K |
| 5 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$255K |
RLTY Hedge Fund Activity: Q4 2023 in Review
35 of the 6,859 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 $93.5M — up 68% 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 18 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.8M. The largest seller was Saba Capital Management, cutting an estimated $1.3M.
- 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 $93.5M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q4 2023, up 68% 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 Morgan Stanley, an estimated $21.8M added.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q4 2023 was Saba Capital Management, an estimated $1.3M sold.
Based on aggregated 13F filings for Q4 2023.