Who owns RLTY?
Institutional ownership of Cohen & Steers Real Estate Opportunities and Income Fund from Form 13F, Q2 2026
48 institutional managers reported holding Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Form 13F filings for Q2 2026, with 3,980,357 shares worth $62.6M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 111,024 shares (+2.9%). 5 opened new positions and 5 sold out.
- Funds holding
- 48
- Value held
- $62.6M
- New / sold out
- 5 / 5
- Net shares, same filers
- +2.9%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of RLTY
Share of 13F holdings is each fund's shares as a share of the 3,980,357 RLTY shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- First Foundation Advisors Added+$712K
- Pathstone Holdings, LLC Added+$661K
- Wolverine Asset Management LLC Added+$652K
- UBS Group AG Added+$398K
- City of London Investment Management Co LTD Added+$351K
- Kornitzer Capital Management Inc New+$238K
- Osaic Holdings, Inc. Added+$231K
- Commonwealth Equity Services, LLC Added+$224K
- CreativeOne Wealth, LLC New+$176K
- Pasadena Private Wealth, LLC New+$160K
Biggest sellers in Q2 2026
- Morgan Stanley Trimmed-$1.6M
- Prospera Financial Services Inc Sold out-$370K
- Bank of America Corp Trimmed-$233K
- Chevy Chase Trust Holdings, LLC Sold out-$145K
- Oppenheimer & Co Inc Trimmed-$54K
- Stifel Financial Corp Trimmed-$49K
- Fifth Third Bancorp Trimmed-$47K
- XTX Topco Ltd Trimmed-$28K
- Advisors Asset Management, Inc. Trimmed-$26K
- Adapt Wealth Advisors, LLC Trimmed-$24K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $4.4M and sold $2.6M; 22 added and 9 trimmed.
Questions about RLTY ownership
- Who owns RLTY stock?
- 48 institutional investment managers reported RLTY positions in their Form 13F filings for Q2 2026, holding 3,980,357 shares worth $62.6M in total. Morgan Stanley reported the largest position.
- Are funds buying or selling RLTY?
- In Q2 2026, 5 managers opened new RLTY positions, 22 added, 9 trimmed and 5 sold out. Managers that filed in both quarters added a net 111,024 shares.
- How current is this RLTY institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to RLTY by CUSIP. Options are left out. RLTY news and filings · RLTY insider trades · Top funds