We are live on ! Find out more
RLTY icon

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
$20.8M -$2.43M -151,103 -10%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11M +$879K +54,640 +8%
Bank of America
3
Bank of America
North Carolina
$4.71M +$1.13M +70,236 +28%
Wells Fargo
4
Wells Fargo
California
$3.17M +$2.11M +131,038 +158%
AAM
5
Advisors Asset Management
Colorado
$2.52M +$1.61M +100,272 +142%
Raymond James Financial
6
Raymond James Financial
Florida
$1.82M +$1.98M +123,174 New
LA
7
LexAurum Advisors
Kansas
$1.65M -$135K -8,372 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.61M -$15.9K -988 -0.9%
MSAM
9
Moloney Securities Asset Management
Missouri
$1.15M +$18.4K +1,141 +1%
CPRC
10
Consolidated Portfolio Review Corp
New York
$1.09M +$166K +10,308 +16%
UBS Group
11
UBS Group
Switzerland
$1.02M +$906K +56,312 +452%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$759K +$85.7K +5,324 +12%
OC
13
Oppenheimer & Co
New York
$395K -$5.25K -326 -1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$385K -$59.2K -3,678 -12%
CAM
15
Concorde Asset Management
Michigan
$341K +$24.1K +1,500 +7%
AWS
16
Atria Wealth Solutions
New York
$331K -$3.22K -200 -0.9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$296K +$106K +6,565 +49%
LPL Financial
18
LPL Financial
California
$288K -$19.5K -1,209 -6%
PFA
19
Pettinga Financial Advisors
Indiana
$285K +$310K +19,278 New
Stifel Financial
20
Stifel Financial
Missouri
$273K +$1.56K +97 +0.5%
KP
21
Keel Point
Alabama
$250K – – –
Citadel Advisors
22
Citadel Advisors
Florida
$230K -$200K -12,439 -44%
WS
23
Wedbush Securities
California
$210K – – –
SIC
24
Samalin Investment Counsel
New York
$196K +$214K +13,287 New
WAM
25
Wolverine Asset Management
Illinois
$193K +$210K +13,059 New
1
2