Who Owns RLTY?
Cohen & Steers Real Estate Opportunities and Income Fund — Institutional Ownership & 13F Holdings
$15.45
+0.01 (+0.10%)
Market Cap
$262.1M
Shares Outstanding
16,722,406
Institutional Holders
40
Total Inst. Value
$46.1M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
11
Closed Positions
4
Increased
16
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $21.7M | 1,414,406 |
| 2 | Advisors Asset Management, Inc. | $4.6M | 300,783 |
| 3 | BANK OF AMERICA CORP /DE/ | $3.4M | 220,258 |
| 4 | ROYAL BANK OF CANADA | $2.0M | 131,882 |
| 5 | RAYMOND JAMES FINANCIAL INC | $2.0M | 130,732 |
| 6 | Consolidated Portfolio Review Corp | $1.7M | 111,054 |
| 7 | LexAurum Advisors, LLC | $1.6M | 101,653 |
| 8 | WELLS FARGO & COMPANY/MN | $1.3M | 86,700 |
| 9 | Moloney Securities Asset Management, LLC | $1.3M | 84,737 |
| 10 | UBS Group AG | $1.0M | 65,902 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +8K | $21.7M |
| Advisors Asset Management, Inc. | +130K | $4.6M |
| ROYAL BANK OF CANADA | +23K | $2.0M |
| RAYMOND JAMES FINANCIAL INC | +8K | $2.0M |
| Consolidated Portfolio Review Corp | +37K | $1.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -127K | $1.3M |
| BANK OF AMERICA CORP /DE/ | -99K | $3.4M |
| Pathstone Holdings, LLC | -66K | $10K |
| LexAurum Advisors, LLC | -10K | $1.6M |
| Pettinga Financial Advisors LLC | -5K | $223 |
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Frequently Asked Questions
How many institutional investors hold RLTY?
As of Q1 2025, 40 institutional investors report holding RLTY (Cohen & Steers Real Estate Opportunities and Income Fund) in their 13F filings.
Which hedge fund owns the most RLTY?
The largest institutional holder of RLTY is MORGAN STANLEY with $21.7M in shares.
Are institutions buying or selling RLTY?
This quarter, 11 institutions opened new positions in RLTY and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.