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Cohen & Steers Real Estate Opportunities and Income Fund

39 hedge funds and large institutions have $53.2M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 3739 (+2)

1.87% less ownership

Funds ownership: 22.7%20.83% (-1.9%)

9% less capital invested

Capital invested by funds: $58.3M → $53.2M (-$5.09M)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.6M -$568K -36,838 -3%
AAM
2
Advisors Asset Management
Colorado
$6M +$50.3K +3,266 +0.8%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$4.38M -$4.71M -305,518 -52%
Bank of America
4
Bank of America
North Carolina
$3.43M +$203K +13,164 +6%
CPRC
5
Consolidated Portfolio Review Corp
New York
$2.63M +$432K +28,037 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.21M +$360K +23,353 +19%
Raymond James Financial
7
Raymond James Financial
Florida
$1.94M -$92.4K -5,992 -5%
LA
8
LexAurum Advisors
Kansas
$1.41M -$95.1K -6,167 -6%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$1.28M
Wells Fargo
10
Wells Fargo
California
$1.2M +$26.8K +1,737 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$967K +$123K +7,975 +14%
MSAM
12
Moloney Securities Asset Management
Missouri
$849K +$95.8K +6,213 +13%
UBS Group
13
UBS Group
Switzerland
$582K -$543K -35,255 -48%
LPL Financial
14
LPL Financial
California
$581K +$316K +20,504 +117%
WAM
15
Wolverine Asset Management
Illinois
$555K -$545K -35,356 -49%
Jane Street
16
Jane Street
New York
$443K +$447K +29,015 New
PFS
17
Prospera Financial Services
Texas
$418K -$94.8K -6,148 -18%
OC
18
Oppenheimer & Co
New York
$408K
CAM
19
Concorde Asset Management
Michigan
$378K +$385K +24,950 New
AWA
20
Adapt Wealth Advisors
Georgia
$359K +$362K +23,515 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$334K -$31.7K -2,059 -9%
Stifel Financial
22
Stifel Financial
Missouri
$235K -$29.9K -1,937 -11%
SIC
23
Samalin Investment Counsel
New York
$235K +$4.84K +314 +2%
AFA
24
Allium Financial Advisors
Oregon
$205K +$207K +13,420 New
IFG
25
Independent Financial Group
California
$197K +$199K +12,900 New

RLTY Hedge Fund Activity: Q3 2025 in Review

39 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q3 2025, worth a combined $53.2M — down 8.7% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RLTY positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $447K. The largest seller was Pathstone Holdings, cutting an estimated $4.71M.

  • 39 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $53.2M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q3 2025, down 8.7% quarter-over-quarter.
  • 8 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q3 2025 and 5 closed out, a net change of +3 holders.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q3 2025 was Jane Street, an estimated $447K added.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q3 2025 was Pathstone Holdings, an estimated $4.71M sold.

Based on aggregated 13F filings for Q3 2025.