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Cohen & Steers Real Estate Opportunities and Income Fund
RLTY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.5M -$1.62M -103,821 -9%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$8.9M +$653K +41,984 +8%
AAM
3
Advisors Asset Management
Colorado
$7.17M -$25.5K -1,637 -0.4%
Bank of America
4
Bank of America
North Carolina
$3.35M -$231K -14,816 -7%
WAM
5
Wolverine Asset Management
Illinois
$3.25M +$645K +41,431 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.8M +$117K +7,520 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$1.89M +$10.1K +648 +0.5%
Wells Fargo
8
Wells Fargo
California
$1.86M +$81.4K +5,232 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.85M +$221K +14,205 +14%
UBS Group
10
UBS Group
Switzerland
$1.83M +$394K +25,292 +28%
LA
11
LexAurum Advisors
Kansas
$1.4M +$2.86K +184 +0.2%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$1.31M – – –
CEFA
13
Closed-End Fund Advisors
Virginia
$1.05M +$37.7K +2,420 +4%
WIA
14
World Investment Advisors
California
$953K – – –
Invesco
15
Invesco
Georgia
$916K +$17.3K +1,110 +2%
COLIM
16
City of London Investment Management
United Kingdom
$916K +$347K +22,329 +62%
FFA
17
First Foundation Advisors
California
$884K +$704K +45,245 +414%
LPL Financial
18
LPL Financial
California
$760K +$56.6K +3,641 +8%
IFG
19
Independent Financial Group
California
$669K +$98K +6,300 +17%
Osaic Holdings
20
Osaic Holdings
Arizona
$619K +$229K +14,705 +60%
OC
21
Oppenheimer & Co
New York
$539K -$52.9K -3,400 -9%
AA
22
Advisory Advocates
Michigan
$397K +$38.7K +2,490 +11%
AFA
23
Allium Financial Advisors
Oregon
$386K +$6.83K +439 +2%
KCM
24
Kornitzer Capital Management
Kansas
$238K +$235K +15,100 New
SIC
25
Samalin Investment Counsel
New York
$226K +$4.43K +285 +2%
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