Who Owns Cohen & Steers Real Estate Opportunities and Income Fund (RLTY)?Hedge Fund & Institutional Holders

$15.07+0.05 (+0.33%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.000000300000026e+166T

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$13.19$14.27$15.35$16.43$17.51Aug 24Jun 25Mar 26

RLTY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+8K+$3.0B
WOLVERINE ASSET MANAGEMENT LLCNew Position+178K+$2.6B
Beacon Capital Management, Inc.New Position+84K+$1.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+92K+$1.0B
Logan Stone Capital, LLCNew Position+36K+$524.0M
Invesco Ltd.New Position+32K+$475.0M
OPPENHEIMER & CO INCNew Position+27K+$392.0M
Samalin Investment Counsel, LLCNew Position+15K+$224.0M
Catalina Capital Group, LLCNew Position+13K+$189.0M
Archer Investment CorpNew Position+2K+$34.0M
WPG Advisers, LLCNew Position+557+$8.0M
Pathstone Holdings, LLCIncreased+167K+$1.6M
Closed-End Fund Advisors, Inc.New Position+63K+$922K
World Investment AdvisorsNew Position+32K+$465K
Pettinga Financial Advisors LLCNew Position+11K+$163K

RLTY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Consolidated Portfolio Review CorpClosed Position-172K-$2.6B
Advisors Asset Management, Inc.Decreased-2K-$998.6M
RAYMOND JAMES FINANCIAL INCDecreased-8K-$937.5M
LPL Financial LLCDecreased-699-$581.4M
JANE STREET GROUP, LLCClosed Position-29K-$443.3M
UBS Group AGDecreased-26K-$400.2M
CITADEL ADVISORS LLCClosed Position-12K-$186.2M
ADAPT WEALTH ADVISORS, LLCDecreased-6K-$103.3M
Concorde Asset Management, LLCDecreased-800-$23.2M
COMERICA BANKDecreased-274-$7.5M
Newbridge Financial Services Group, Inc.Closed Position-200-$3.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Advisors Asset Management, Inc.390,804$5.0B0.08%Share
2BANK OF AMERICA CORP /DE/232,365$3.0B0.00%Share
3WOLVERINE ASSET MANAGEMENT LLC178,436$2.6B0.02%Share
4ROYAL BANK OF CANADA148,997$2.0B0.00%Share
5Beacon Capital Management, Inc.83,500$1.2B0.07%Share
6COMMONWEALTH EQUITY SERVICES, LLC91,588$1.0B0.00%Share
7RAYMOND JAMES FINANCIAL INC92,187$1.0B0.00%Share
8Logan Stone Capital, LLC35,689$524.0M0.13%Share
9Invesco Ltd.32,322$475.0M0.00%Share
10OPPENHEIMER & CO INC26,729$392.0M0.01%Share
11Concorde Asset Management, LLC24,150$355.0M0.14%Share
12ADAPT WEALTH ADVISORS, LLC17,415$256.0M0.09%Share
13Samalin Investment Counsel, LLC15,260$224.0M0.08%Share
14ALLIUM FINANCIAL ADVISORS, LLC13,646$200.0M0.16%Share
15Catalina Capital Group, LLC12,898$189.0M0.11%Share
16UBS Group AG12,393$182.0M0.00%Share
17US BANCORP \DE\6,451$94.0M0.00%Share
18Archer Investment Corp2,338$34.0M0.01%Share
19COMERICA BANK1,700$24.0M0.00%Share
20COMERICA BANK1,068$15.0M0.00%Share
21MORGAN STANLEY669,527$9.0M0.00%Share
22WPG Advisers, LLC557$8.0M0.01%Share
23MORGAN STANLEY578,249$8.0M0.00%Share
24Pathstone Holdings, LLC453,254$6.0M0.02%Share
25MORGAN STANLEY75,479$1.0M0.00%Share
26Closed-End Fund Advisors, Inc.62,769$922K0.54%Share
27World Investment Advisors31,650$465K0.01%Share
28Pettinga Financial Advisors LLC11,135$163K0.03%Share
29CWM, LLC2,656$39K0.00%Share
30GILPIN WEALTH MANAGEMENT, LLC2,231$32K0.03%Share
31HARBOUR INVESTMENTS, INC.278$4K0.00%Share
32Allworth Financial LP100$1K0.00%Share
33ROYAL BANK OF CANADA661$00.00%Share
34Larson Financial Group LLC1,930$00.00%Share
35LPL Financial LLC37,353$00.00%Share
36Pathstone Holdings, LLC92$00.00%Share
37WEDBUSH SECURITIES INC12,900$00.00%Share
38Kestra Advisory Services, LLC1,622$00.00%Share
39Pinnacle Wealth Planning Services, Inc.1,479$00.00%Share
40ASSETMARK, INC24$00.00%Share
41Rockefeller Capital Management L.P.2,314$00.00%Share
42RAYMOND JAMES FINANCIAL INC26,213$00.00%Share
43SUSQUEHANNA INTERNATIONAL GROUP, LLP35,266$00.00%Share
44BANK OF AMERICA CORP /DE/375$00.00%Share
45Prospera Financial Services Inc27,849$00.00%Share
46Smartleaf Asset Management LLC1,066$00.00%Share
47STIFEL FINANCIAL CORP12,400$00.00%Share
48STIFEL FINANCIAL CORP3,077$00.00%Share
49Cetera Investment Advisers13,518$00.00%Share
50OSAIC HOLDINGS, INC.811$00.00%Share

RLTY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$18.8B+19
Q3 202526$18.0B-9
Q2 202535$24.6B-5
Q1 202540$43.1B+7
Q4 202433$346.6B+5
Q3 202428$793.4B+3
Q2 202425$395.7B+2
Q1 202423$419.4B—

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As of Q4 2025, 50 institutional investors hold RLTY (Cohen & Steers Real Estate Opportunities and Income Fund). The largest holder is Advisors Asset Management, Inc. with $5.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own RLTY?

As of Q4 2025, 50 institutional investors report holding RLTY (Cohen & Steers Real Estate Opportunities and Income Fund) in their 13F filings.

Who is the largest institutional holder of RLTY?

The largest institutional holder of RLTY is Advisors Asset Management, Inc. with $5.0B in shares.

Is institutional ownership of RLTY increasing or decreasing?

This quarter, 13 institutions opened new positions in RLTY and 4 closed their positions.