Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
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.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
1.92% more ownership
Funds ownership: 22.69% → 24.6% (+1.9%)
0% more funds holding
Funds holding: 36 → 36 (0)
6% less capital invested
Capital invested by funds: $59.2M → $55.5M (-$3.66M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.11M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.61M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.13M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$906K |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$879K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.43M |
| 2 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$282K |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$256K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$200K |
| 5 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$135K |
RLTY Hedge Fund Activity: Q4 2024 in Review
36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q4 2024, worth a combined $55.5M — down 6.2% from $59.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RLTY positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $2.43M.
- 36 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $55.5M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q4 2024, down 6.2% quarter-over-quarter.
- 7 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q4 2024 and 5 closed out, a net change of +2 holders.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $2.11M added.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.43M sold.
Based on aggregated 13F filings for Q4 2024.