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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
$21.7M +$123K +7,994 +0.6%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$10.4M -$1.02M -66,343 -9%
AAM
3
Advisors Asset Management
Colorado
$4.63M +$2.02M +130,907 +77%
Bank of America
4
Bank of America
North Carolina
$3.38M -$1.52M -98,739 -31%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.02M +$358K +23,253 +21%
Raymond James Financial
6
Raymond James Financial
Florida
$2.01M +$116K +7,558 +6%
CPRC
7
Consolidated Portfolio Review Corp
New York
$1.7M +$571K +37,067 +50%
LA
8
LexAurum Advisors
Kansas
$1.56M -$154K -9,998 -9%
Wells Fargo
9
Wells Fargo
California
$1.33M -$1.96M -127,458 -60%
MSAM
10
Moloney Securities Asset Management
Missouri
$1.3M +$111K +7,223 +9%
UBS Group
11
UBS Group
Switzerland
$1.01M -$44K -2,861 -4%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$903K +$916K +59,500 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$872K +$85.4K +5,546 +11%
OC
14
Oppenheimer & Co
New York
$410K – – –
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$382K +$74.8K +4,857 +24%
AWS
16
Atria Wealth Solutions
New York
$372K +$27.7K +1,800 +8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$367K +$369K +23,935 New
CAM
18
Concorde Asset Management
Michigan
$344K +$24.6K +1,600 +7%
LPL Financial
19
LPL Financial
California
$281K -$17.2K -1,115 -6%
WAM
20
Wolverine Asset Management
Illinois
$280K +$80.1K +5,205 +40%
Stifel Financial
21
Stifel Financial
Missouri
$280K -$3.08K -200 -1%
KP
22
Keel Point
Alabama
$260K – – –
PFA
23
Pettinga Financial Advisors
Indiana
$223K -$72.5K -4,709 -24%
SIC
24
Samalin Investment Counsel
New York
$208K +$4.36K +283 +2%
WS
25
Wedbush Securities
California
$206K -$12.3K -800 -6%
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