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Cohen & Steers Real Estate Opportunities and Income Fund

50 hedge funds and large institutions have $56.7M invested in Cohen & Steers Real Estate Opportunities and Income Fund in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

9% more funds holding

Funds holding: 4650 (+4)

1.34% more ownership

Funds ownership: 22%23.33% (+1.3%)

5% more capital invested

Capital invested by funds: $54.1M → $56.7M (+$2.66M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
12
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
$16.7M -$3.39M -224,704 -16%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$7.61M +$1.06M +70,078 +15%
AAM
3
Advisors Asset Management
Colorado
$6.65M +$1.01M +66,631 +17%
Bank of America
4
Bank of America
North Carolina
$3.31M -$75.1K -4,979 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.48M +$309K +20,480 +14%
WAM
6
Wolverine Asset Management
Illinois
$2.4M -$203K -13,486 -8%
Raymond James Financial
7
Raymond James Financial
Florida
$1.74M +$18.3K +1,213 +1%
Wells Fargo
8
Wells Fargo
California
$1.64M +$489K +32,438 +40%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.51M +$182K +12,045 +13%
UBS Group
10
UBS Group
Switzerland
$1.32M +$1.18M +78,477 +633%
LA
11
LexAurum Advisors
Kansas
$1.29M +$1.34M +88,785 New
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$1.21M
WIA
13
World Investment Advisors
California
$953K +$511K +33,900 +107%
CEFA
14
Closed-End Fund Advisors
Virginia
$936K +$23.9K +1,582 +3%
Invesco
15
Invesco
Georgia
$830K +$374K +24,781 +77%
LPL Financial
16
LPL Financial
California
$649K +$110K +7,305 +20%
OC
17
Oppenheimer & Co
New York
$548K +$165K +10,942 +41%
IFG
18
Independent Financial Group
California
$526K +$546K +36,191 New
COLIM
19
City of London Investment Management
United Kingdom
$521K +$541K +35,835 New
PFS
20
Prospera Financial Services
Texas
$370K -$35.8K -2,373 -9%
Osaic Holdings
21
Osaic Holdings
Arizona
$358K +$20.4K +1,354 +6%
AFA
22
Allium Financial Advisors
Oregon
$350K +$157K +10,408 +76%
AA
23
Advisory Advocates
Michigan
$330K +$15.5K +1,025 +5%
CAM
24
Concorde Asset Management
Michigan
$325K -$27.2K -1,800 -7%
XT
25
XTX Topco
Cayman Islands
$214K +$28.3K +1,877 +15%

RLTY Hedge Fund Activity: Q1 2026 in Review

50 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) for Q1 2026, worth a combined $56.7M — up 4.9% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RLTY positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $1.18M. The largest seller was Morgan Stanley, cutting an estimated $3.39M.

  • 50 institutional investors held Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) as of Q1 2026, up from 46 in Q4 2025.
  • Funds reported $56.7M of Cohen & Steers Real Estate Opportunities and Income Fund stock for Q1 2026, up 4.9% quarter-over-quarter.
  • 11 funds opened new Cohen & Steers Real Estate Opportunities and Income Fund positions in Q1 2026 and 5 closed out, a net change of +6 holders.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund buyer in Q1 2026 was UBS Group, an estimated $1.18M added.
  • The largest Cohen & Steers Real Estate Opportunities and Income Fund seller in Q1 2026 was Morgan Stanley, an estimated $3.39M sold.

Based on aggregated 13F filings for Q1 2026.