Cohen & Steers Real Estate Opportunities and Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.37 M | $20.20 M | 1.91% | 8.22% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 453.35 K | $6.66 M | 58.25% | 2.71% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 390.80 K | $5.74 M | -0.45% | 2.34% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 232.74 K | $3.42 M | 3.58% | 1.39% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 178.44 K | $2.62 M | 391.69% | 1.07% |
| ROYAL BANK OF CANADA | 02/17/2026 | 149.89 K | $2.20 M | 3.72% | 0.90% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 118.40 K | $1.74 M | -6.62% | 0.71% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 91.59 K | $1.35 M | 44.78% | 0.55% |
| BEACON CAPITAL MANAGEMENT, INC. | 02/12/2026 | 83.50 K | $1.23 M | 0.00% | 0.50% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 80.22 K | $1.18 M | 2.07% | 0.48% |
| 02/11/2026 | 62.77 K | $922.70 K | 100.00% | 0.38% | |
| LPL FINANCIAL LLC | 02/11/2026 | 37.35 K | $549.09 K | -1.84% | 0.22% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 35.69 K | $524.63 K | 100.00% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 35.27 K | $518.41 K | 100.00% | 0.21% |
| INVESCO LTD. | 02/19/2026 | 32.32 K | $475.13 K | 100.00% | 0.19% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 31.65 K | $465.26 K | 100.00% | 0.19% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 27.85 K | $409.41 K | 1.91% | 0.17% |
| OPPENHEIMER & CO INC | 02/02/2026 | 26.73 K | $392.92 K | 0.00% | 0.16% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 24.15 K | $355.01 K | -3.21% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 23.24 K | $341.63 K | 90.13% | 0.14% |
| 05/05/2026 | 21.71 K | $319.06 K | 100.00% | 0.13% | |
| ADAPT WEALTH ADVISORS, LLC | 02/10/2026 | 17.42 K | $256.00 K | -25.94% | 0.10% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 15.48 K | $227.51 K | 0.43% | 0.09% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 15.26 K | $224.32 K | -0.62% | 0.09% |
| ALLIUM FINANCIAL ADVISORS, LLC | 02/09/2026 | 13.65 K | $200.60 K | 1.68% | 0.08% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 13.52 K | $198.71 K | 11.59% | 0.08% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 12.90 K | $190.00 K | 0.00% | 0.08% |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 12.90 K | $189.60 K | 0.57% | 0.08% |
| XTX TOPCO LTD | 02/17/2026 | 12.81 K | $188.32 K | 100.00% | 0.08% |
| UBS GROUP AG | 01/29/2026 | 12.39 K | $182.18 K | -67.47% | 0.07% |
| PETTINGA FINANCIAL ADVISORS, LLC | 02/12/2026 | 11.14 K | $163.69 K | -13.25% | 0.07% |
| US BANCORP \DE\ | 01/30/2026 | 6.45 K | $94.83 K | 0.00% | 0.04% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 3.46 K | $50.86 K | 100.00% | 0.02% |
| COMERICA BANK | 01/29/2026 | 2.77 K | $40.69 K | -9.01% | 0.02% |
| CWM, LLC | 01/26/2026 | 2.66 K | $39.00 K | -87.84% | 0.02% |
| ARCHER INVESTMENT CORP | 01/30/2026 | 2.34 K | $34.37 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 2.31 K | $34.02 K | 2.25% | 0.01% |
| 02/11/2026 | 2.23 K | $32.80 K | 100.00% | 0.01% | |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 1.93 K | $28.37 K | 13.53% | 0.01% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.62 K | $23.84 K | 100.00% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 1.48 K | $21.74 K | 100.00% | 0.01% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 1.07 K | $15.75 K | 100.00% | 0.01% |
| WPG ADVISERS, LLC | 01/28/2026 | 557 | $8.19 K | -1.94% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 278 | $4.09 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 100 | $1.47 K | 100.00% | 0.00% |
| ASSETMARK, INC | 01/23/2026 | 24 | $353 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
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Cohen & Steers Real Estate Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of Cohen & Steers Real Estate Opportunities and Income Fund. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 164,950
COMMONWEALTH EQUITY SERVICES, LLC: 103,633
UBS Group AG: 90,870
LexAurum Advisors, LLC: 88,785
Beacon Capital Management, Inc.: 83,500
Pensionmark Financial Group, LLC: 65,550
21.87% of Cohen & Steers Real Estate Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.32 M shares in the last 24 months. This purchase volume represents approximately $66.87 M in transactions.