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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
$28.8M +$5.07M +350,342 +19%
SCM
2
Saba Capital Management
New York
$4.17M -$1.94M -134,213 -30%
Wells Fargo
3
Wells Fargo
California
$3.42M +$48.4K +3,345 +1%
Bank of America
4
Bank of America
North Carolina
$2.37M -$70.3K -4,856 -3%
LA
5
LexAurum Advisors
Kansas
$1.67M -$351K -24,254 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.13M +$113K +7,815 +10%
FM
7
Family Management
New York
$934K -$459K -31,677 -31%
COLIM
8
City of London Investment Management
United Kingdom
$833K – – –
RJA
9
Raymond James & Associates
Florida
$695K +$95.3K +6,581 +15%
MSAM
10
Moloney Securities Asset Management
Missouri
$522K +$564K +38,958 New
AW
11
Atlas Wealth
Ohio
$420K -$47.1K -3,257 -9%
AWS
12
Atria Wealth Solutions
New York
$319K +$42.3K +2,925 +14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$315K -$11K -757 -3%
SPIA
14
Steward Partners Investment Advisory
New York
$268K – – –
UBS Group
15
UBS Group
Switzerland
$222K +$136K +9,382 +131%
LPL Financial
16
LPL Financial
California
$189K +$28K +1,936 +16%
PFA
17
Pettinga Financial Advisors
Indiana
$182K -$42K -2,900 -18%
WAM
18
Wolverine Asset Management
Illinois
$119K -$1.89M -130,722 -94%
Osaic Holdings
19
Osaic Holdings
Arizona
$73.1K +$11.3K +783 +17%
MHR
20
Matthew Hamilton Rosenberg
$13.4K – – –
BWA
21
BDO Wealth Advisors
Florida
$4.65K +$5.02K +347 New
ASN
22
Advisory Services Network
Georgia
$1.34K +$1.45K +100 New
EWA
23
EverSource Wealth Advisors
Alabama
$134 – – –
LSC
24
Logan Stone Capital
Illinois
– -$975K -72,307 Closed
FWA
25
Freedom Wealth Alliance
Wisconsin
– -$53.9K -4,000 Closed
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