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Cohen & Steers Real Estate Opportunities and Income Fund

46 hedge funds and large institutions have $54.1M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

18% more funds holding

Funds holding: 3946 (+7)

1.17% more ownership

Funds ownership: 20.83%22% (+1.2%)

2% more capital invested

Capital invested by funds: $53.2M → $54.1M (+$854K)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
15
Reduced
11
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
$20.2M +$384K +25,726 +2%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$6.66M +$2.49M +166,870 +58%
AAM
3
Advisors Asset Management
Colorado
$5.74M -$26.5K -1,774 -0.5%
Bank of America
4
Bank of America
North Carolina
$3.42M +$120K +8,045 +4%
WAM
5
Wolverine Asset Management
Illinois
$2.62M +$2.12M +142,146 +392%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.2M +$80.2K +5,371 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$1.74M -$125K -8,399 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.35M +$423K +28,327 +45%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$1.23M
Wells Fargo
10
Wells Fargo
California
$1.18M +$24.3K +1,626 +2%
CEFA
11
Closed-End Fund Advisors
Virginia
$923K +$938K +62,769 New
LPL Financial
12
LPL Financial
California
$549K -$10.4K -699 -2%
LSC
13
Logan Stone Capital
Illinois
$525K +$533K +35,689 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$518K +$527K +35,266 New
Invesco
15
Invesco
Georgia
$475K +$483K +32,322 New
WIA
16
World Investment Advisors
California
$465K +$473K +31,650 New
PFS
17
Prospera Financial Services
Texas
$409K +$7.8K +522 +2%
OC
18
Oppenheimer & Co
New York
$393K
CAM
19
Concorde Asset Management
Michigan
$355K -$11.9K -800 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$342K +$165K +11,016 +90%
AA
21
Advisory Advocates
Michigan
$319K +$324K +21,705 New
AWA
22
Adapt Wealth Advisors
Georgia
$256K -$91.1K -6,100 -26%
Stifel Financial
23
Stifel Financial
Missouri
$228K +$1K +67 +0.4%
SIC
24
Samalin Investment Counsel
New York
$224K -$1.42K -95 -0.6%
AFA
25
Allium Financial Advisors
Oregon
$201K +$3.38K +226 +2%

RLTY Hedge Fund Activity: Q4 2025 in Review

46 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q4 2025, worth a combined $54.1M — up 1.6% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RLTY positions and 5 closed out — a net gain of 9 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $2.49M. The largest seller was Consolidated Portfolio Review Corp, exiting entirely with an estimated $2.63M sold.

  • 46 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q4 2025, up from 39 in Q3 2025.
  • Funds reported $54.1M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q4 2025, up 1.6% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q4 2025 and 5 closed out, a net change of +9 holders.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q4 2025 was Pathstone Holdings, an estimated $2.49M added.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q4 2025 was Consolidated Portfolio Review Corp, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2025.