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Cohen & Steers Real Estate Opportunities and Income Fund

36 hedge funds and large institutions have $55.5M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.8M 1,406,412 -151,103 -10%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11M 741,215 +54,640 +8%
Bank of America
3
Bank of America
North Carolina
$4.71M 318,997 +70,236 +28%
Wells Fargo
4
Wells Fargo
California
$3.17M 214,158 +131,038 +158%
AAM
5
Advisors Asset Management
Colorado
$2.52M 170,779 +100,272 +142%
Raymond James Financial
6
Raymond James Financial
Florida
$1.82M 123,174 +123,174 New
LA
7
LexAurum Advisors
Kansas
$1.65M 111,651 -8,372 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.61M 108,629 -988 -0.9%
MSAM
9
Moloney Securities Asset Management
Missouri
$1.15M 77,514 +1,141 +1%
CPRC
10
Consolidated Portfolio Review Corp
New York
$1.09M 73,987 +10,308 +16%
UBS Group
11
UBS Group
Switzerland
$1.02M 68,763 +56,312 +452%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$759K 51,330 +5,324 +12%
OC
13
Oppenheimer & Co
New York
$395K 26,729 -326 -1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$385K 26,050 -3,678 -12%
CAM
15
Concorde Asset Management
Michigan
$341K 23,100 +1,500 +7%
AWS
16
Atria Wealth Solutions
New York
$331K 22,425 -200 -0.9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$296K 20,026 +6,565 +49%
LPL Financial
18
LPL Financial
California
$288K 19,463 -1,209 -6%
PFA
19
Pettinga Financial Advisors
Indiana
$285K 19,278 +19,278 New
Stifel Financial
20
Stifel Financial
Missouri
$273K 18,439 +97 +0.5%
KP
21
Keel Point
Alabama
$250K 16,941
Citadel Advisors
22
Citadel Advisors
Florida
$230K 15,587 -12,439 -44%
WS
23
Wedbush Securities
California
$210K 14,200
SIC
24
Samalin Investment Counsel
New York
$196K 13,287 +13,287 New
WAM
25
Wolverine Asset Management
Illinois
$193K 13,059 +13,059 New