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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
$29.5M -$1.61M -114,148 -5%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$13.8M +$1.06M +75,251 +9%
Bank of America
3
Bank of America
North Carolina
$2.59M -$54.1K -3,846 -2%
LA
4
LexAurum Advisors
Kansas
$1.89M -$315K -22,401 -15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.62M +$66.3K +4,711 +4%
Wells Fargo
6
Wells Fargo
California
$1.11M -$61.5K -4,372 -5%
PIWA
7
Prevail Innovative Wealth Advisors
Kansas
$1.06M +$181K +12,849 +22%
RJA
8
Raymond James & Associates
Florida
$1.03M +$341K +24,276 +53%
MSAM
9
Moloney Securities Asset Management
Missouri
$662K +$46.5K +3,309 +8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$531K – – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$417K +$41.3K +2,933 +12%
AWS
12
Atria Wealth Solutions
New York
$370K +$16.9K +1,200 +5%
OC
13
Oppenheimer & Co
New York
$334K -$22.7K -1,616 -7%
Corient Private Wealth
14
Corient Private Wealth
Florida
$309K +$312K +22,150 New
LPL Financial
15
LPL Financial
California
$281K -$5.84K -415 -2%
COLIM
16
City of London Investment Management
United Kingdom
$281K -$371K -26,400 -58%
UBS Group
17
UBS Group
Switzerland
$231K +$48.4K +3,438 +28%
Stifel Financial
18
Stifel Financial
Missouri
$213K -$7.92K -563 -4%
WS
19
Wedbush Securities
California
$209K – – –
CPRC
20
Consolidated Portfolio Review Corp
New York
$206K +$197K +13,975 New
PI
21
PFG Investments
New York
$206K +$197K +13,975 New
CCG
22
Catalina Capital Group
California
$189K +$1.76K +125 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$150K +$47K +3,341 +49%
Comerica Bank
24
Comerica Bank
Texas
$45.8K -$78.2K -5,560 -64%
AIC
25
Archer Investment Corporation
Indiana
$34.5K – – –
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