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
$20.2M +$384K +25,726 +2%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$6.66M +$2.49M +166,870 +58%
AAM
3
Advisors Asset Management
Colorado
$5.74M -$26.5K -1,774 -0.5%
Bank of America
4
Bank of America
North Carolina
$3.42M +$120K +8,045 +4%
WAM
5
Wolverine Asset Management
Illinois
$2.62M +$2.12M +142,146 +392%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.2M +$80.2K +5,371 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$1.74M -$125K -8,399 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.35M +$423K +28,327 +45%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$1.23M – – –
Wells Fargo
10
Wells Fargo
California
$1.18M +$24.3K +1,626 +2%
CEFA
11
Closed-End Fund Advisors
Virginia
$923K +$938K +62,769 New
LPL Financial
12
LPL Financial
California
$549K -$10.4K -699 -2%
LSC
13
Logan Stone Capital
Illinois
$525K +$533K +35,689 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$518K +$527K +35,266 New
Invesco
15
Invesco
Georgia
$475K +$483K +32,322 New
WIA
16
World Investment Advisors
California
$465K +$473K +31,650 New
PFS
17
Prospera Financial Services
Texas
$409K +$7.8K +522 +2%
OC
18
Oppenheimer & Co
New York
$393K – – –
CAM
19
Concorde Asset Management
Michigan
$355K -$11.9K -800 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$342K +$165K +11,016 +90%
AA
21
Advisory Advocates
Michigan
$319K +$324K +21,705 New
AWA
22
Adapt Wealth Advisors
Georgia
$256K -$91.1K -6,100 -26%
Stifel Financial
23
Stifel Financial
Missouri
$228K +$1K +67 +0.4%
SIC
24
Samalin Investment Counsel
New York
$224K -$1.42K -95 -0.6%
AFA
25
Allium Financial Advisors
Oregon
$201K +$3.38K +226 +2%
1
2 3