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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
$21M -$436K -29,338 -2%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$8.99M -$1.23M -82,878 -12%
AAM
3
Advisors Asset Management
Colorado
$5.92M +$1.32M +88,529 +29%
Bank of America
4
Bank of America
North Carolina
$3.21M -$130K -8,727 -4%
CPRC
5
Consolidated Portfolio Review Corp
New York
$2.19M +$490K +32,981 +30%
Raymond James Financial
6
Raymond James Financial
Florida
$2.02M +$30.6K +2,059 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.84M -$159K -10,718 -8%
LA
8
LexAurum Advisors
Kansas
$1.49M -$51.8K -3,487 -3%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$1.27M +$357K +24,000 +40%
Wells Fargo
10
Wells Fargo
California
$1.17M -$146K -9,844 -11%
UBS Group
11
UBS Group
Switzerland
$1.11M +$111K +7,454 +11%
WAM
12
Wolverine Asset Management
Illinois
$1.09M +$793K +53,382 +292%
CCG
13
Catalina Capital Group
California
$889K – – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$839K -$23.6K -1,590 -3%
MSAM
15
Moloney Securities Asset Management
Missouri
$749K -$526K -35,414 -42%
PFS
16
Prospera Financial Services
Texas
$508K +$497K +33,475 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$413K +$34.9K +2,346 +9%
OC
18
Oppenheimer & Co
New York
$406K – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$390K +$25.7K +1,730 +7%
AWS
20
Atria Wealth Solutions
New York
$365K -$2.97K -200 -0.8%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$363K +$316K +21,250 +802%
CA
22
Cornerstone Advisors
North Carolina
$290K +$284K +19,100 New
LPL Financial
23
LPL Financial
California
$266K -$11.9K -800 -4%
Stifel Financial
24
Stifel Financial
Missouri
$263K -$13.3K -892 -5%
SIC
25
Samalin Investment Counsel
New York
$228K +$21.9K +1,471 +11%
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