Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
11% more funds holding
Funds holding: 36 → 40 (+4)
3% more capital invested
Capital invested by funds: $55.5M → $57.4M (+$1.87M)
2.25% less ownership
Funds ownership: 24.6% → 22.36% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.02M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$916K |
| 3 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$571K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$369K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$358K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.96M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.52M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.02M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$385K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$230K |
RLTY Hedge Fund Activity: Q1 2025 in Review
40 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q1 2025, worth a combined $57.4M — up 3.4% from $55.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RLTY positions and 3 closed out — a net gain of 4 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $2.02M. The largest seller was Wells Fargo, cutting an estimated $1.96M.
- 40 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q1 2025, up from 36 in Q4 2024.
- Funds reported $57.4M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q1 2025, up 3.4% quarter-over-quarter.
- 7 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q1 2025 and 3 closed out, a net change of +4 holders.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q1 2025 was Advisors Asset Management, an estimated $2.02M added.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q1 2025 was Wells Fargo, an estimated $1.96M sold.
Based on aggregated 13F filings for Q1 2025.