| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 4.1% | $10,426,353 | 679,684 | Morgan Stanley | 31 Dec 2024 |
As of 31 Dec 2025, 45 institutional investors reported holding 3,656,619 shares of Cohen & Steers Real Estate Opportunities & Income Fund - Common Shares (RLTY). This represents 22% of the company’s total 16,577,659 outstanding shares.
The largest institutional shareholders of Cohen & Steers Real Estate Opportunities & Income Fund - Common Shares (RLTY) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 8.3% | 1,373,956 | +1.9% | 0% | $20,197,169 |
| Pathstone Holdings, LLC | 2.7% | 453,346 | +58% | 0.03% | $6,664,187 |
| Advisors Asset Management, Inc. | 2.4% | 390,804 | -0.45% | 0.1% | $5,744,819 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 232,740 | +3.6% | 0% | $3,421,271 |
| WOLVERINE ASSET MANAGEMENT LLC | 1.1% | 178,436 | +392% | 0.04% | $2,623,009 |
| ROYAL BANK OF CANADA | 0.9% | 149,888 | +3.7% | 0% | $2,203,000 |
| RAYMOND JAMES FINANCIAL INC | 0.71% | 118,400 | -6.6% | 0% | $1,740,476 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.55% | 91,588 | +45% | 0% | $1,346,350 |
| Beacon Capital Management, Inc. | 0.5% | 83,500 | 0% | 0.07% | $1,227,450 |
| WELLS FARGO & COMPANY/MN | 0.48% | 80,219 | +2.1% | 0% | $1,179,217 |
| Closed-End Fund Advisors, Inc. | 0.38% | 62,769 | 0% | 0.54% | $922,704 |
| LPL Financial LLC | 0.23% | 37,353 | -1.8% | 0% | $549,089 |
| Logan Stone Capital, LLC | 0.22% | 35,689 | 0.13% | $524,628 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.21% | 35,266 | 0% | $518,410 | |
| Invesco Ltd. | 0.19% | 32,322 | 0% | $475,133 | |
| World Investment Advisors | 0.19% | 31,650 | 0.01% | $465,255 | |
| Prospera Financial Services Inc | 0.17% | 27,849 | +1.9% | 0.01% | $409,410 |
| OPPENHEIMER & CO INC | 0.16% | 26,729 | 0% | 0.01% | $392,916 |
| Concorde Asset Management, LLC | 0.15% | 24,150 | -3.2% | 0.14% | $355,005 |
| OSAIC HOLDINGS, INC. | 0.14% | 23,238 | +90% | 0% | $341,627 |
| ADAPT WEALTH ADVISORS, LLC | 0.11% | 17,415 | -26% | 0.09% | $256,001 |
| STIFEL FINANCIAL CORP | 0.09% | 15,477 | +0.43% | 0% | $227,514 |
| Samalin Investment Counsel, LLC | 0.09% | 15,260 | -0.62% | 0.08% | $224,324 |
| ALLIUM FINANCIAL ADVISORS, LLC | 0.08% | 13,646 | +1.7% | 0.16% | $200,595 |
| Cetera Investment Advisers | 0.08% | 13,518 | +12% | 0% | $198,706 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,656,619 | $53,752,407 | +$3,834,225 | $14.70 | 45 |
| 2025 Q3 | 3,469,926 | $53,020,790 | -$4,974,553 | $15.28 | 38 |
| 2025 Q2 | 3,795,281 | $58,307,309 | +$1,247,899 | $15.18 | 37 |
| 2025 Q1 | 3,737,346 | $57,359,889 | -$253,762 | $15.34 | 40 |
| 2024 Q4 | 3,754,574 | $55,498,895 | +$4,191,779 | $14.78 | 36 |
| 2024 Q3 | 3,461,805 | $59,163,566 | -$8,842,043 | $17.09 | 36 |
| 2024 Q2 | 3,999,229 | $56,923,173 | +$1,641,167 | $14.23 | 31 |
| 2024 Q1 | 3,883,630 | $57,227,100 | -$8,949,206 | $14.74 | 27 |
| 2023 Q4 | 4,522,231 | $63,266,697 | -$4,655,617 | $13.99 | 34 |
| 2023 Q3 | 4,256,449 | $55,547,582 | +$4,411,028 | $13.05 | 30 |
| 2023 Q2 | 3,916,460 | $53,972,288 | +$5,679,328 | $13.78 | 30 |
| 2023 Q1 | 3,483,111 | $46,675,542 | +$145,950 | $13.40 | 23 |
| 2022 Q4 | 3,471,767 | $46,800,759 | +$13,863,106 | $13.48 | 24 |
| 2022 Q3 | 2,415,800 | $32,314,765 | +$9,326,747 | $13.37 | 20 |
| 2022 Q2 | 1,716,883 | $27,711,000 | +$20,022,329 | $16.14 | 9 |
| 2022 Q1 | 473,989 | $9,427,000 | +$9,427,000 | $19.89 | 7 |