RLTY icon

Cohen & Steers Real Estate Opportunities and Income Fund

37 hedge funds and large institutions have $58.2M 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, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21M -$445K -29,338 -2%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$8.99M -$1.26M -82,878 -12%
AAM
3
Advisors Asset Management
Colorado
$5.91M +$1.34M +88,529 +29%
Bank of America
4
Bank of America
North Carolina
$3.21M -$132K -8,727 -4%
CPRC
5
Consolidated Portfolio Review Corp
New York
$2.19M +$501K +32,981 +30%
Raymond James Financial
6
Raymond James Financial
Florida
$2.02M +$31.3K +2,059 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.84M -$163K -10,718 -8%
LA
8
LexAurum Advisors
Kansas
$1.49M -$52.9K -3,487 -3%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$1.27M +$364K +24,000 +40%
Wells Fargo
10
Wells Fargo
California
$1.17M -$149K -9,844 -11%
UBS Group
11
UBS Group
Switzerland
$1.11M +$113K +7,454 +11%
WAM
12
Wolverine Asset Management
Illinois
$1.09M +$810K +53,382 +292%
CCG
13
Catalina Capital Group
California
$889K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$839K -$24.1K -1,590 -3%
MSAM
15
Moloney Securities Asset Management
Missouri
$749K -$538K -35,414 -42%
PFS
16
Prospera Financial Services
Texas
$508K +$508K +33,475 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$413K +$35.6K +2,346 +9%
OC
18
Oppenheimer & Co
New York
$406K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$390K +$26.3K +1,730 +7%
AWS
20
Atria Wealth Solutions
New York
$365K -$3.04K -200 -0.8%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$363K +$323K +21,250 +802%
CA
22
Cornerstone Advisors
North Carolina
$290K +$290K +19,100 New
LPL Financial
23
LPL Financial
California
$266K -$12.1K -800 -4%
Stifel Financial
24
Stifel Financial
Missouri
$263K -$13.5K -892 -5%
SIC
25
Samalin Investment Counsel
New York
$228K +$22.3K +1,471 +11%