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 | 08/13/2026 | 1.05 M | $16.46 M | -9.03% | 6.25% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 565.41 K | $8.90 M | 8.02% | 3.38% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 455.80 K | $7.17 M | -0.36% | 2.73% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 212.95 K | $3.35 M | -6.51% | 1.27% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 206.38 K | $3.25 M | 25.12% | 1.23% |
| ROYAL BANK OF CANADA | 08/14/2026 | 177.89 K | $2.80 M | 4.41% | 1.06% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 120.26 K | $1.89 M | 0.54% | 0.72% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 117.89 K | $1.86 M | 4.64% | 0.71% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 117.84 K | $1.85 M | 13.71% | 0.70% |
| UBS GROUP AG | 08/13/2026 | 116.16 K | $1.83 M | 27.83% | 0.69% |
| LEXAURUM ADVISORS, LLC | 07/15/2026 | 88.97 K | $1.40 M | 0.21% | 0.53% |
| BEACON CAPITAL MANAGEMENT, INC. | 08/13/2026 | 83.50 K | $1.31 M | 0.00% | 0.50% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 66.77 K | $1.05 M | 3.76% | 0.40% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 65.55 K | $953.10 K | 0.00% | 0.39% |
| INVESCO LTD. | 08/14/2026 | 58.21 K | $916.27 K | 1.94% | 0.35% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 58.16 K | $915.50 K | 62.31% | 0.35% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 56.17 K | $884.16 K | 414.03% | 0.34% |
| LPL FINANCIAL LLC | 08/07/2026 | 48.30 K | $760.23 K | 8.15% | 0.29% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 42.49 K | $668.81 K | 17.41% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 39.30 K | $618.54 K | 59.80% | 0.24% |
| OPPENHEIMER & CO INC | 08/03/2026 | 34.27 K | $539.43 K | -9.03% | 0.20% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 25.22 K | $396.96 K | 10.95% | 0.15% |
| ALLIUM FINANCIAL ADVISORS, LLC | 08/13/2026 | 24.49 K | $385.52 K | 1.83% | 0.15% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 07/31/2026 | 15.10 K | $237.67 K | 100.00% | 0.09% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 14.36 K | $226.01 K | 2.03% | 0.09% |
| XTX TOPCO LTD | 08/14/2026 | 12.91 K | $203.25 K | -12.08% | 0.08% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 12.90 K | $203.00 K | 0.00% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 11.33 K | $178.34 K | 5.78% | 0.07% |
| ADAPT WEALTH ADVISORS, LLC | 08/12/2026 | 11.29 K | $177.71 K | -11.73% | 0.07% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 11.20 K | $176.29 K | 100.00% | 0.07% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 10.60 K | $166.84 K | -22.63% | 0.06% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 10.14 K | $159.60 K | 100.00% | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 7.94 K | $125.02 K | 16.33% | 0.05% |
| FIFTH THIRD BANCORP | 08/05/2026 | 7.50 K | $118.01 K | -28.41% | 0.04% |
| US BANCORP \DE\ | 08/12/2026 | 6.45 K | $101.54 K | 0.00% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 3.83 K | $60.26 K | 100.00% | 0.02% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 3.53 K | $55.59 K | 100.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 2.90 K | $45.60 K | 100.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 2.48 K | $39.11 K | 2.05% | 0.01% |
| ARCHER INVESTMENT CORP | 08/19/2026 | 2.34 K | $36.80 K | 0.00% | 0.01% |
| GILPIN WEALTH MANAGEMENT, LLC | 07/24/2026 | 2.23 K | $35.12 K | 0.00% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 1.93 K | $30.38 K | 0.00% | 0.01% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 1.07 K | $16.93 K | 0.00% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/07/2026 | 1.01 K | $15.88 K | -0.10% | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 07/14/2026 | 600 | $9.44 K | 100.00% | 0.00% |
| WPG ADVISERS, LLC | 08/06/2026 | 449 | $7.07 K | -0.22% | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 07/28/2026 | 173 | $2.77 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 150 | $2.36 K | 0.00% | 0.00% |
| ASSETMARK, INC | 07/30/2026 | 24 | $378 | 0.00% | 0.00% |
| CHEVY CHASE TRUST HOLDINGS, LLC | 08/14/2026 | 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, 67 institutional investors and hedge funds held shares of Cohen & Steers Real Estate Opportunities and Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.05 M
Pathstone Holdings, LLC: 565,408
Advisors Asset Management, Inc.: 455,798
BANK OF AMERICA CORP /DE/: 212,945
WOLVERINE ASSET MANAGEMENT LLC: 206,381
ROYAL BANK OF CANADA: 177,888
23.81% of Cohen & Steers Real Estate Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.48 M shares in the last 24 months. This purchase volume represents approximately $69.25 M in transactions.