C
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY • NYSE
Cohen & Steers Real Estate Opportunities and Income Fund is a publicly traded company on NYSE. As of Q3 2025, 34 institutional investors hold shares in this company, with total holdings valued at $49.3M. MORGAN STANLEY is the largest holder with a position valued at $20.6M.
Websitecohenandsteers.com
Overview
Overview of institutional ownership in RLTY as of Q3 2025
All Institutions
- Institutions
- 34
- Value Held
- $49.3M
- Shares Held
- 3.2M
- Avg Position
- $1.5M
- Median Position
- $368.8K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $740.7K
- Shares Held
- 48.5K
- Avg Position
- $370.4K
- Median Position
- $370.4K
Biggest Investors
Institutions with the largest positions in RLTY as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $20.6M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $6.0M 0.10% of portfolio |
 Pathstone Holdings, LLC Family Office | $4.4M 0.02% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $3.4M 0.00% of portfolio |
 Consolidated Portfolio Review Corp RIA/Wealth | $2.6M 0.33% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.9M 0.00% of portfolio |
 LexAurum Advisors, LLC RIA/Wealth | $1.4M 0.21% of portfolio |
 Beacon Capital Management, Inc. RIA/Wealth | $1.3M 0.06% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $1.2M 0.00% of portfolio |
M Moloney Securities Asset Management, LLC RIA/Wealth | $848.6K 0.10% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RLTY in Q3 2025
- Traded
- −$5.4M
- Buyers
- 16
- Sellers
- 16
- Total Bought
- +$2.5M
- Total Sold
- −$7.9M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
J JANE STREET GROUP, LLC Institution | +$443.3K +29.0K shares |
Consolidated Portfolio Review Corp RIA/Wealth | +$428.4K +28.0K shares |
 ADAPT WEALTH ADVISORS, LLC RIA/Wealth | +$359.3K +23.5K shares |
L LPL Financial LLC Institution | +$313.3K +20.5K shares |
 ALLIUM FINANCIAL ADVISORS, LLC RIA/Wealth | +$205.1K +13.4K shares |
BANK OF AMERICA CORP /DE/ Institution | +$201.1K +13.2K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$186.2K +12.2K shares |
 US BANCORP \DE\ Institution | +$98.6K +6.5K shares |
M Moloney Securities Asset Management, LLC RIA/Wealth | +$94.9K +6.2K shares |
Advisors Asset Management, Inc. ETF Provider | +$49.9K +3.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Pathstone Holdings, LLC Family Office | −$4.7M −305.5K shares |
MORGAN STANLEY RIA/Wealth | −$562.9K −36.8K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$540.2K −35.4K shares |
 UBS Group AG Institution | −$538.7K −35.3K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$389.6K −25.7K shares |
C Cornerstone Advisors, LLC Institution | −$289.9K −19.1K shares |
 Cetera Investment Advisers RIA/Wealth | −$231.0K −15.1K shares |
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth | −$191.4K −12.6K shares |
B BlackRock, Inc. Institution | −$109.0K −7.2K shares |
LexAurum Advisors, LLC RIA/Wealth | −$94.2K −6.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RLTY in Q3 2025
- New Positions
- 3
- New Value
- $662.9K
- Exited Positions
- 5
- Exited Value
- $1.0M
New Positions
| Institution | Position Value |
|---|---|
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $359.3K 23.5K shares |
ALLIUM FINANCIAL ADVISORS, LLC RIA/Wealth | $205.1K 13.4K shares |
US BANCORP \DE\ Institution | $98.6K 6.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $389.6K 25.7K shares |
C Cornerstone Advisors, LLC Institution | $289.9K 19.1K shares |
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth | $191.4K 12.6K shares |
B BlackRock, Inc. Institution | $109.0K 7.2K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $50.3K 3.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in RLTY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RLTY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Consolidated Portfolio Review Corp RIA/Wealth | 0.33% $2.6M |
LexAurum Advisors, LLC RIA/Wealth | 0.21% $1.4M |
ALLIUM FINANCIAL ADVISORS, LLC RIA/Wealth | 0.17% $205.1K |
 Concorde Asset Management, LLC RIA/Wealth | 0.16% $378.2K |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | 0.14% $359.3K |
 Catalina Capital Group, LLC RIA/Wealth | 0.12% $196.0K |
M Moloney Securities Asset Management, LLC RIA/Wealth | 0.10% $848.6K |
Advisors Asset Management, Inc. ETF Provider | 0.10% $6.0M |
 Samalin Investment Counsel, LLC RIA/Wealth | 0.08% $234.6K |
Beacon Capital Management, Inc. RIA/Wealth | 0.06% $1.3M |
Hedge Fund Spotlight
Discover hedge funds investing in RLTY
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
C
Position in Cohen & Steers Real Estate Opportunities and Income Fund
- Market Value
- $186.2K
- Shares Held
- 12.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
