Cohen & Steers Real Estate Opportunities & Income Fund
Institutional Ownership & Holdings Analysis
About
cohen--steers-real-estate-opportunities--income-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | Pathstone Holdings, LLC(2025-03-31) | $10.4M |
| 2 | MORGAN STANLEY(2025-03-31) | $10.2M |
| 3 | Advisors Asset Management, Inc.(2025-03-31) | $4.6M |
| 4 | BANK OF AMERICA CORP /DE/(2025-03-31) | $3.4M |
| 5 | ROYAL BANK OF CANADA(2025-03-31) | $2.0M |
| 6 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $2.0M |
| 7 | Consolidated Portfolio Review Corp(2025-03-31) | $1.7M |
| 8 | LexAurum Advisors, LLC(2025-03-31) | $1.6M |
| 9 | WELLS FARGO & COMPANY/MN(2025-03-31) | $1.3M |
| 10 | Moloney Securities Asset Management, LLC(2025-03-31) | $1.3M |
| 11 | UBS Group AG(2025-03-31) | $1.0M |
| 12 | Beacon Capital Management, Inc.(2025-03-31) | $902.6K |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $872.0K |
| 14 | OPPENHEIMER & CO INC(2025-03-31) | $410.0K |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP(2024-12-31) | $385.0K |
| 16 | Cetera Investment Advisers(2025-03-31) | $381.7K |
| 17 | Atria Wealth Solutions, Inc.(2025-03-31) | $371.6K |
| 18 | ENVESTNET ASSET MANAGEMENT INC(2025-03-31) | $367.2K |
| 19 | Concorde Asset Management, LLC(2025-03-31) | $343.6K |
| 20 | LPL Financial LLC(2025-03-31) | $281.5K |
As of 2025-03-31
Value:$10.4M
As of 2025-03-31
Value:$10.2M
As of 2025-03-31
Value:$4.6M
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$2.0M
As of 2025-03-31
Value:$2.0M
As of 2025-03-31
Value:$1.7M
As of 2025-03-31
Value:$1.6M
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$1.3M
#11UBS Group AG
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$902.6K
As of 2025-03-31
Value:$872.0K
As of 2025-03-31
Value:$410.0K
As of 2024-12-31
Value:$385.0K
As of 2025-03-31
Value:$381.7K
As of 2025-03-31
Value:$371.6K
As of 2025-03-31
Value:$367.2K
As of 2025-03-31
Value:$343.6K
As of 2025-03-31
Value:$281.5K
Total Institutional Holders:44
Top 10 Holders Own:82.6%