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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
$32.3M +$2.56M +193,134 +9%
SCM
2
Saba Capital Management
New York
$6.47M +$2.1M +158,080 +51%
Bank of America
3
Bank of America
North Carolina
$2.6M +$157K +11,835 +7%
LA
4
LexAurum Advisors
Kansas
$1.92M +$201K +15,191 +12%
Wells Fargo
5
Wells Fargo
California
$1.78M -$1.67M -125,955 -49%
CA
6
Cornerstone Advisors
North Carolina
$1.7M +$1.64M +123,606 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.31M +$142K +10,715 +13%
COLIM
8
City of London Investment Management
United Kingdom
$924K +$66.3K +5,000 +8%
MSAM
9
Moloney Securities Asset Management
Missouri
$572K +$33.6K +2,535 +7%
FM
10
Family Management
New York
$457K -$485K -36,578 -52%
CAM
11
Cresset Asset Management
Illinois
$442K +$425K +32,069 New
LSC
12
Logan Stone Capital
Illinois
$433K +$417K +31,430 New
AW
13
Atlas Wealth
Ohio
$355K -$78.1K -5,890 -19%
AWS
14
Atria Wealth Solutions
New York
$328K – – –
RJFSA
15
Raymond James Financial Services Advisors
Florida
$324K – – –
RJA
16
Raymond James & Associates
Florida
$323K -$377K -28,409 -55%
SPIA
17
Steward Partners Investment Advisory
New York
$310K +$33.5K +2,525 +13%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$291K +$280K +21,092 New
OC
19
Oppenheimer & Co
New York
$243K +$233K +17,606 New
LPL Financial
20
LPL Financial
California
$219K +$23.5K +1,775 +13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$188K +$181K +13,675 New
PFA
22
Pettinga Financial Advisors
Indiana
$176K -$9.94K -750 -6%
UBS Group
23
UBS Group
Switzerland
$159K -$66.6K -5,020 -30%
WAM
24
Wolverine Asset Management
Illinois
$56.1K -$63.3K -4,775 -54%
Osaic Holdings
25
Osaic Holdings
Arizona
$48.7K -$25.5K -1,920 -35%
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