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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
$27.2M -$1.22M -88,430 -4%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$13.9M +$568K +41,232 +4%
Bank of America
3
Bank of America
North Carolina
$3.17M +$647K +46,911 +27%
LA
4
LexAurum Advisors
Kansas
$1.78M -$41.3K -2,997 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.59M +$27.1K +1,965 +2%
PIWA
6
Prevail Innovative Wealth Advisors
Kansas
$1.16M +$134K +9,723 +13%
RJA
7
Raymond James & Associates
Florida
$1.13M +$132K +9,602 +14%
Wells Fargo
8
Wells Fargo
California
$1.04M -$35.5K -2,575 -3%
CPRC
9
Consolidated Portfolio Review Corp
New York
$885K +$665K +48,249 +345%
MSAM
10
Moloney Securities Asset Management
Missouri
$655K +$15K +1,085 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$513K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$429K +$25.3K +1,835 +6%
AWS
13
Atria Wealth Solutions
New York
$347K -$9.31K -675 -3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$317K +$308K +22,304 New
Corient Private Wealth
15
Corient Private Wealth
Florida
$317K +$1.48K +107 +0.5%
OC
16
Oppenheimer & Co
New York
$315K -$6.99K -507 -2%
AW
17
Atlas Wealth
Ohio
$303K +$296K +21,440 New
LPL Financial
18
LPL Financial
California
$258K -$13.1K -948 -5%
KP
19
Keel Point
Alabama
$256K +$234K +16,941 New
CAM
20
Concorde Asset Management
Michigan
$245K +$237K +17,200 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$224K +$217K +15,754 New
Stifel Financial
22
Stifel Financial
Missouri
$219K +$13.3K +963 +7%
WS
23
Wedbush Securities
California
$202K – – –
CCG
24
Catalina Capital Group
California
$182K – – –
UBS Group
25
UBS Group
Switzerland
$171K -$50.1K -3,634 -23%
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