Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
37 hedge funds and large institutions have $58.3M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.
2% more capital invested
Capital invested by funds: $57.4M → $58.3M (+$885K)
0.32% more ownership
Funds ownership: 22.38% → 22.7% (+0.32%)
8% less funds holding
Funds holding: 40 → 37 (-3)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.32M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$793K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$497K |
| 4 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$490K |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.23M |
| 2 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$526K |
| 3 |
Morgan Stanley
New York
|
-$436K |
| 4 |
KP
Keel Point
Huntsville,
Alabama
|
-$260K |
| 5 |
Jane Street
New York
|
-$179K |
RLTY Hedge Fund Activity: Q2 2025 in Review
37 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q2 2025, worth a combined $58.3M — up 1.5% from $57.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of RLTY and 5 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 12 added.
The largest buyer was Advisors Asset Management, adding an estimated $1.32M. The largest seller was Pathstone Holdings, cutting an estimated $1.23M.
- 37 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q2 2025, down from 40 in Q1 2025.
- Funds reported $58.3M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q2 2025, up 1.5% quarter-over-quarter.
- 5 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q2 2025 and 7 closed out, a net change of -2 holders.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q2 2025 was Advisors Asset Management, an estimated $1.32M added.
- The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q2 2025 was Pathstone Holdings, an estimated $1.23M sold.
Based on aggregated 13F filings for Q2 2025.