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 | 05/15/2026 | 1.15 M | $16.71 M | -16.35% | 6.87% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 523.42 K | $7.61 M | 15.46% | 3.13% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 457.44 K | $6.65 M | 17.05% | 2.74% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 227.76 K | $3.31 M | -2.14% | 1.36% |
| ROYAL BANK OF CANADA | 05/15/2026 | 170.37 K | $2.48 M | 13.66% | 1.02% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 164.95 K | $2.40 M | -7.56% | 0.99% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 119.61 K | $1.74 M | 1.02% | 0.72% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 112.66 K | $1.64 M | 40.44% | 0.67% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 103.63 K | $1.51 M | 13.15% | 0.62% |
| UBS GROUP AG | 05/05/2026 | 90.87 K | $1.32 M | 633.24% | 0.54% |
| LEXAURUM ADVISORS, LLC | 04/13/2026 | 88.79 K | $1.29 M | 100.00% | 0.53% |
| BEACON CAPITAL MANAGEMENT, INC. | 05/08/2026 | 83.50 K | $1.21 M | 0.00% | 0.50% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 65.55 K | $953.10 K | 107.11% | 0.39% |
| 05/11/2026 | 64.35 K | $935.66 K | 2.52% | 0.38% | |
| INVESCO LTD. | 05/12/2026 | 57.10 K | $830.28 K | 76.67% | 0.34% |
| LPL FINANCIAL LLC | 05/06/2026 | 44.66 K | $649.33 K | 19.56% | 0.27% |
| OPPENHEIMER & CO INC | 04/24/2026 | 37.67 K | $547.74 K | 40.94% | 0.23% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 36.19 K | $526.22 K | 100.00% | 0.22% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 35.84 K | $521.04 K | 100.00% | 0.21% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 25.48 K | $370.46 K | -8.52% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 24.59 K | $357.58 K | 5.83% | 0.15% |
| ALLIUM FINANCIAL ADVISORS, LLC | 05/07/2026 | 24.05 K | $349.75 K | 76.27% | 0.14% |
| 05/05/2026 | 22.73 K | $330.49 K | 4.72% | 0.14% | |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 22.35 K | $324.97 K | -7.45% | 0.13% |
| XTX TOPCO LTD | 05/15/2026 | 14.69 K | $213.56 K | 14.65% | 0.09% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 14.07 K | $204.64 K | -7.77% | 0.08% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 13.70 K | $199.20 K | -11.48% | 0.08% |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 12.92 K | $187.86 K | 0.17% | 0.08% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 12.90 K | $188.00 K | 0.00% | 0.08% |
| ADAPT WEALTH ADVISORS, LLC | 05/11/2026 | 12.79 K | $185.97 K | -26.56% | 0.08% |
| FIRST FOUNDATION ADVISORS | 05/04/2026 | 10.93 K | $158.89 K | 100.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 10.71 K | $155.74 K | -20.76% | 0.06% |
| FIFTH THIRD BANCORP | 05/01/2026 | 10.47 K | $152.29 K | 100.00% | 0.06% |
| CHEVY CHASE TRUST HOLDINGS, LLC | 05/15/2026 | 10.00 K | $145.40 K | 100.00% | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 6.83 K | $99.28 K | 100.00% | 0.04% |
| US BANCORP \DE\ | 05/15/2026 | 6.45 K | $93.80 K | 0.00% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 2.43 K | $35.40 K | 5.19% | 0.01% |
| ARCHER INVESTMENT CORP | 05/04/2026 | 2.34 K | $34.00 K | 0.00% | 0.01% |
| 04/21/2026 | 2.23 K | $32.44 K | 0.00% | 0.01% | |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 1.93 K | $28.06 K | 0.00% | 0.01% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 1.07 K | $15.11 K | 0.00% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 1.01 K | $14.69 K | -31.71% | 0.01% |
| WPG ADVISERS, LLC | 04/30/2026 | 450 | $6.54 K | -19.21% | 0.00% |
| OSBON CAPITAL MANAGEMENT LLC | 05/15/2026 | 398 | $5.79 K | 100.00% | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 04/28/2026 | 173 | $2.60 K | 100.00% | 0.00% |
| BLACKROCK, INC. | 05/13/2026 | 160 | $2.33 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 150 | $2.18 K | 50.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 148 | $2.15 K | -94.43% | 0.00% |
| ROOT FINANCIAL PARTNERS, LLC | 04/24/2026 | 69 | $1.00 K | 100.00% | 0.00% |
| ASSETMARK, INC | 05/06/2026 | 24 | $349 | 0.00% | 0.00% |
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Cohen & Steers Real Estate Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of Cohen & Steers Real Estate Opportunities and Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.15 M
Pathstone Holdings, LLC: 523,424
Advisors Asset Management, Inc.: 457,435
BANK OF AMERICA CORP /DE/: 227,761
ROYAL BANK OF CANADA: 170,368
WOLVERINE ASSET MANAGEMENT LLC: 164,950
23.33% of Cohen & Steers Real Estate Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.30 M shares in the last 24 months. This purchase volume represents approximately $66.49 M in transactions.