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Cohen & Steers Real Estate Opportunities and Income Fund

31 hedge funds and large institutions have $56.9M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.2M 1,909,665 -88,430 -4%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$13.9M 976,935 +41,232 +4%
Bank of America
3
Bank of America
North Carolina
$3.17M 222,862 +46,911 +27%
LA
4
LexAurum Advisors
Kansas
$1.78M 124,923 -2,997 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.59M 111,691 +1,965 +2%
PIWA
6
Prevail Innovative Wealth Advisors
Kansas
$1.16M 81,852 +9,723 +13%
RJA
7
Raymond James & Associates
Florida
$1.13M 79,411 +9,602 +14%
Wells Fargo
8
Wells Fargo
California
$1.04M 72,873 -2,575 -3%
CPRC
9
Consolidated Portfolio Review Corp
New York
$885K 62,224 +48,249 +345%
MSAM
10
Moloney Securities Asset Management
Missouri
$655K 46,009 +1,085 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$513K 36,055
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$429K 30,112 +1,835 +6%
AWS
13
Atria Wealth Solutions
New York
$347K 24,400 -675 -3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$317K 22,304 +22,304 New
Corient Private Wealth
15
Corient Private Wealth
Florida
$317K 22,257 +107 +0.5%
OC
16
Oppenheimer & Co
New York
$315K 22,155 -507 -2%
AW
17
Atlas Wealth
Ohio
$303K 21,440 +21,440 New
LPL Financial
18
LPL Financial
California
$258K 18,143 -948 -5%
KP
19
Keel Point
Alabama
$256K 16,941 +16,941 New
CAM
20
Concorde Asset Management
Michigan
$245K 17,200 +17,200 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$224K 15,754 +15,754 New
Stifel Financial
22
Stifel Financial
Missouri
$219K 15,400 +963 +7%
WS
23
Wedbush Securities
California
$202K 14,200
CCG
24
Catalina Capital Group
California
$182K 12,805
UBS Group
25
UBS Group
Switzerland
$171K 12,029 -3,634 -23%