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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
$26.6M -$5.56M -352,150 -18%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11.7M -$4.58M -290,360 -30%
Bank of America
3
Bank of America
North Carolina
$4.25M +$409K +25,899 +12%
LA
4
LexAurum Advisors
Kansas
$2.05M -$77.4K -4,900 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.87M -$32.8K -2,074 -2%
Wells Fargo
6
Wells Fargo
California
$1.42M +$162K +10,247 +14%
RJA
7
Raymond James & Associates
Florida
$1.4M +$39.7K +2,516 +3%
MSAM
8
Moloney Securities Asset Management
Missouri
$1.31M +$479K +30,364 +66%
AAM
9
Advisors Asset Management
Colorado
$1.2M +$1.11M +70,507 New
CPRC
10
Consolidated Portfolio Review Corp
New York
$1.09M +$23K +1,455 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$786K +$251K +15,894 +53%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$646K +$27.6K +1,751 +5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$508K +$117K +7,424 +33%
Citadel Advisors
14
Citadel Advisors
Florida
$479K +$443K +28,026 New
OC
15
Oppenheimer & Co
New York
$462K +$77.4K +4,900 +22%
AWS
16
Atria Wealth Solutions
New York
$387K -$28K -1,775 -7%
CAM
17
Concorde Asset Management
Michigan
$369K +$69.5K +4,400 +26%
LPL Financial
18
LPL Financial
California
$353K +$39.9K +2,529 +14%
Stifel Financial
19
Stifel Financial
Missouri
$313K +$46.5K +2,942 +19%
KP
20
Keel Point
Alabama
$290K – – –
TCWM
21
Total Clarity Wealth Management
Illinois
$282K +$261K +16,510 New
Corient Private Wealth
22
Corient Private Wealth
Florida
$256K -$115K -7,299 -33%
WS
23
Wedbush Securities
California
$243K – – –
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$230K +$213K +13,461 New
CCG
25
Catalina Capital Group
California
$219K +$316 +20 +0.2%
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