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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
$20.6M -$568K -36,838 -3%
AAM
2
Advisors Asset Management
Colorado
$6M +$36.4K +2,363 +0.6%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$4.38M -$4.71M -305,518 -52%
Bank of America
4
Bank of America
North Carolina
$3.43M +$203K +13,164 +6%
CPRC
5
Consolidated Portfolio Review Corp
New York
$2.63M +$432K +28,037 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.21M +$360K +23,353 +19%
Raymond James Financial
7
Raymond James Financial
Florida
$1.94M -$92.4K -5,992 -5%
LA
8
LexAurum Advisors
Kansas
$1.41M -$95.1K -6,167 -6%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$1.28M – – –
Wells Fargo
10
Wells Fargo
California
$1.2M +$26.8K +1,737 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$967K +$123K +7,975 +14%
MSAM
12
Moloney Securities Asset Management
Missouri
$849K +$95.8K +6,213 +13%
UBS Group
13
UBS Group
Switzerland
$582K -$543K -35,255 -48%
LPL Financial
14
LPL Financial
California
$581K +$316K +20,504 +117%
WAM
15
Wolverine Asset Management
Illinois
$555K -$545K -35,356 -49%
Jane Street
16
Jane Street
New York
$443K +$447K +29,015 New
PFS
17
Prospera Financial Services
Texas
$418K -$94.8K -6,148 -18%
OC
18
Oppenheimer & Co
New York
$408K – – –
CAM
19
Concorde Asset Management
Michigan
$378K +$385K +24,950 New
AWA
20
Adapt Wealth Advisors
Georgia
$359K +$362K +23,515 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$334K -$31.7K -2,059 -9%
Stifel Financial
22
Stifel Financial
Missouri
$235K -$29.9K -1,937 -11%
SIC
23
Samalin Investment Counsel
New York
$235K +$4.84K +314 +2%
AFA
24
Allium Financial Advisors
Oregon
$205K +$207K +13,420 New
IFG
25
Independent Financial Group
California
$197K +$199K +12,900 New
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