RLTY on NYSE

Cohen & Steers Real Estate Opportunities & Income Fund

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Last updated Oct 18, 2026.

Overview

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  • TickerRLTY on NYSE
  • Business address1166 Avenue Of The Americas, 30Th Floor, New York, Ny 100172

Leadership

Who has led Cohen & Steers Real Estate Opportunities & Income Fund, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (22)

Former names

  • Cohen & Steers Real Estate Opportunities Income FundJul 26, 2021 to Nov 12, 20212

Filings

118 filings to the SEC since October 2021: 1 major events, 53 insider forms, 7 large holders, 57 other. The latest 20:

  1. Sep 4, 2026N-CSRS COHEN & STEERS REAL ESTATE OPPORTUNITIES INCOME FUND EDGAR
  2. Aug 31, 2026N-PX EDGAR
  3. Aug 28, 2026NPORT-P EDGAR
  4. Aug 10, 20263 EDGAR
  5. May 29, 2026NPORT-P EDGAR
  6. Mar 13, 2026N-CEN EDGAR
  7. Mar 6, 2026N-CSR COHEN & STEERS REAL ESTATE OPPORTUNITIES & INCOME FUND EDGAR
  8. Mar 4, 202640-17G COHEN & STEERS EDGAR
  9. Mar 4, 2026DEF 14A COHEN & STEERS CLOSED-END JOINT PROXY STATEMENT EDGAR
  10. Feb 26, 2026NPORT-P EDGAR
  11. Feb 12, 20265 EDGAR
  12. Feb 12, 20265 EDGAR
  13. Feb 12, 20265 EDGAR
  14. Feb 12, 20265 EDGAR
  15. Feb 12, 20265 EDGAR
  16. Dec 11, 20253 EDGAR
  17. Nov 26, 2025NPORT-P EDGAR
  18. Sep 5, 2025N-CSRS COHEN & STEERS REAL ESTATE OPPORTUNITIES INCOME FUND EDGAR
  19. Aug 29, 2025N-PX EDGAR
  20. Aug 28, 2025NPORT-P EDGAR

The 118 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 7 such filings since October 2021:

  1. Feb 5, 2025SCHEDULE 13G/A
  2. Nov 26, 2024SC 13G/A
  3. Nov 6, 2024SC 13G/A
  4. Feb 12, 2024SC 13G/A
  5. Feb 12, 2024SC 13G/A
  6. Feb 9, 2023SC 13G
  7. Feb 9, 2023SC 13G

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 48. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Morgan Stanley1,045,431$16.5M0.0%−103,821
Pathstone Holdings, LLC565,408$8.9M0.0%+41,984
Advisors Asset Management, Inc.455,798$7.2M0.1%−1,637
Bank Of America Corp /de/212,945$3.4M0.0%−14,816
Wolverine Asset Management LLC206,381$3.2M0.1%+41,431
Royal Bank Of Canada177,888$2.8M0.0%+7,520
Raymond James Financial Inc120,261$1.9M0.0%+648
Wells Fargo & Company/mn117,889$1.9M0.0%+5,232
Commonwealth Equity Services, LLC117,838$1.9M0.0%+14,205
UBS Group AG116,162$1.8M0.0%+25,292
LexAurum Advisors, LLC88,969$1.4M0.2%+184
Beacon Capital Management, Inc.83,500$1.3M0.1%No change
Closed-End Fund Advisors, Inc.66,771$1.1M1.0%+2,420
World Investment Advisors65,550$953.1K0.0%No change
Invesco Ltd.58,213$916.3K0.0%+1,110
City Of London Investment Management Co Ltd58,164$915.5K0.1%+22,329
First Foundation Advisors56,173$884.2K0.0%+45,245
LPL Financial LLC48,299$760.2K0.0%+3,641
Independent Financial Group, LLC42,491$668.8K0.0%+6,300
Osaic Holdings, Inc.39,297$618.5K0.0%+14,705
Oppenheimer & Co Inc34,271$539.4K0.0%−3,400
Advisory Advocates, LLC25,220$397.0K0.3%+2,490
Allium Financial Advisors, LLC24,493$385.5K0.3%+439
Kornitzer Capital Management Inc /ks15,100$237.7K0.0%New
Samalin Investment Counsel, LLC14,359$226.0K0.1%+285

13F reports cover disclosed long positions in U.S. stocks only.