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Cohen & Steers Real Estate Opportunities & Income Fund hedge fund holdings

RLTYNYSE
$13.62-0.21 (-1.52% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

RLTY · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-10.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251510$6.11M$2.12M37Aug 14, 2025
Q3 20251415$2.79M$9.33M39Nov 14, 2025
Q4 20251711$8.05M$4.28M45Feb 14, 2026
Q1 20262216$6.81M$5.01M50May 15, 2026
Q2 20261611$4.18M$3.01M47Aug 14, 2026

Quarterly action breakdown

Q2 2026
47 filers
New position
3
$407K+25.8K sh
Increased
13
$3.77M+240K sh
Reduced
7
-$2.09M-133K sh
Out / sold
4
-$911K-57.9K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
First Foundation AdvisorsAdded 414.03%+$712K$884K0.03%Aug 14, 2026
Prospera Financial Services IncSell 100%-$370K$00.00%Jul 15, 2026
City of London Investment Management Co LtdAdded 62.31%+$351K$916K0.06%Jul 31, 2026
Concorde Asset Management, LLCSell 100%-$325K$00.00%Aug 18, 2026
Kornitzer Capital Management IncNew Buy+$238K$238K0.01%Jul 31, 2026
Pasadena Private Wealth, LLCNew Buy+$160K$160K0.02%Aug 11, 2026
Independent Financial Group, LLCAdded 17.41%+$99.2K$669K0.01%Jul 15, 2026
Oppenheimer & Co IncReduce 9.03%-$53.5K$539K0.01%Aug 3, 2026
Advisory Advocates, LLCAdded 10.95%+$39.2K$397K0.34%Aug 10, 2026
Closed-End Fund Advisors, Inc.Added 3.76%+$38.1K$1.05M1.03%Jul 27, 2026
Archer Investment CorpAdded 100.00%+$36.8K$73.6K0.01%Aug 19, 2026
Adapt Wealth Advisors, LLCReduce 11.73%-$23.6K$178K0.06%Aug 12, 2026
Allium Financial Advisors, LLCAdded 1.83%+$6.91K$386K0.25%Aug 13, 2026
Samalin Investment Counsel, LLCAdded 2.03%+$4.49K$226K0.07%Jul 27, 2026
LexAurum Advisors, LLCAdded 0.21%+$2.9K$1.4M0.16%Jul 15, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 0.10%-$16$15.9K0.00%Aug 7, 2026
WPG Advisers, LLCReduce 0.22%-$16$7.07K0.00%Aug 6, 2026

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