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Cohen & Steers Real Estate Opportunities and Income Fund

40 hedge funds and large institutions have $57.4M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.7M 1,414,406 +7,994 +0.6%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$10.4M 674,872 -66,343 -9%
AAM
3
Advisors Asset Management
Colorado
$4.61M 300,783 +130,004 +76%
Bank of America
4
Bank of America
North Carolina
$3.38M 220,258 -98,739 -31%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.02M 131,882 +23,253 +21%
Raymond James Financial
6
Raymond James Financial
Florida
$2.01M 130,732 +7,558 +6%
CPRC
7
Consolidated Portfolio Review Corp
New York
$1.7M 111,054 +37,067 +50%
LA
8
LexAurum Advisors
Kansas
$1.56M 101,653 -9,998 -9%
Wells Fargo
9
Wells Fargo
California
$1.33M 86,700 -127,458 -60%
MSAM
10
Moloney Securities Asset Management
Missouri
$1.3M 84,737 +7,223 +9%
UBS Group
11
UBS Group
Switzerland
$1.01M 65,902 -2,861 -4%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$903K 59,500 +59,500 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$872K 56,876 +5,546 +11%
OC
14
Oppenheimer & Co
New York
$410K 26,729
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$382K 24,883 +4,857 +24%
AWS
16
Atria Wealth Solutions
New York
$372K 24,225 +1,800 +8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$367K 23,935 +23,935 New
CAM
18
Concorde Asset Management
Michigan
$344K 24,700 +1,600 +7%
LPL Financial
19
LPL Financial
California
$281K 18,348 -1,115 -6%
WAM
20
Wolverine Asset Management
Illinois
$280K 18,264 +5,205 +40%
Stifel Financial
21
Stifel Financial
Missouri
$280K 18,239 -200 -1%
KP
22
Keel Point
Alabama
$260K 16,941
PFA
23
Pettinga Financial Advisors
Indiana
$223K 14,569 -4,709 -24%
SIC
24
Samalin Investment Counsel
New York
$208K 13,570 +283 +2%
WS
25
Wedbush Securities
California
$206K 13,400 -800 -6%