Cohen & Steers RL Est OpprtRLTY

13F holders, Q2 2026 (June 30)
48holders −2
5new positions
6sold out
$15.72avg. 13F price*

At the end of Q2 2026, 48 institutions reported holding Cohen & Steers RL Est Opprt (RLTY) in their 13F filings, down 2 from Q1 2026. 5 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($16.5M), Pathstone Holdings, LLC ($8.9M) and Advisors Asset Management, Inc. ($7.2M).

Company
Cohen & Steers RL Est Opprt
CUSIP
19249Q103
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 27Q1 2024Q2 2024: 31Q2 2024Q3 2024: 36Q3 2024Q4 2024: 36Q4 2024Q1 2025: 40Q1 2025Q2 2025: 37Q2 2025Q3 2025: 39Q3 2025Q4 2025: 46Q4 2025Q1 2026: 50Q1 2026Q2 2026: 48Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$639K
Exits6$850K

All 13F filers, Q1 2026 → Q2 2026: 277,816 shares bought and 191,480 shares sold, net +86,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Morgan Stanley 0.00% Reduce -9.0% 1,045,431 $16.5M
Pathstone Holdings, LLC 0.03% Add +8.0% 565,408 $8.9M
Advisors Asset Management, Inc. 0.11% Reduce -0.4% 455,798 $7.2M
Bank of America Corp. 0.00% Reduce -6.5% 212,945 $3.4M
Wolverine Asset Management LLC 0.17% Add +25.1% 206,381 $3.2M
Royal Bank of Canada 0.00% Add +4.4% 177,888 $2.8M
Raymond James Financial Inc. 0.00% Add +0.5% 120,261 $1.9M
Wells Fargo & Company 0.00% Add +4.6% 117,889 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +13.7% 117,838 $1.9M
UBS Group AG 0.00% Add +27.8% 116,162 $1.8M
LexAurum Advisors, LLC 0.16% Add +0.2% 88,969 $1.4M
Beacon Capital Management, Inc. 0.08% No change 83,500 $1.3M
Closed-End Fund Advisors, Inc. 1.03% Add +3.8% 66,771 $1.1M
World Investment Advisors 0.02% No change 65,550 $953K
Invesco Ltd. 0.00% Add +1.9% 58,213 $916K
City of London Investment Management Co. Ltd. 0.06% Add +62.3% 58,164 $916K
First Foundation Advisors 0.03% Add +414.0% 56,173 $884K
LPL Financial LLC 0.00% Add +8.2% 48,299 $760K
Independent Financial Group, LLC 0.01% Add +17.4% 42,491 $669K
Osaic Holdings, Inc. 0.00% Add +59.8% 39,297 $619K
Oppenheimer & Co. Inc. 0.01% Reduce -9.0% 34,271 $539K
Advisory Advocates, LLC 0.34% Add +10.9% 25,220 $397K
Allium Financial Advisors, LLC 0.25% Add +1.8% 24,493 $386K
Kornitzer Capital Management Inc. 0.01% New 15,100 $238K
Samalin Investment Counsel, LLC 0.07% Add +2.0% 14,359 $226K
XTX Topco Ltd 0.00% Reduce -12.1% 12,913 $203K
Wedbush Securities Inc. 0.01% No change 12,900 $203K
Cetera Investment Advisers 0.00% Add +5.8% 11,330 $178K
Adapt Wealth Advisors, LLC 0.06% Reduce -11.7% 11,290 $178K
CreativeOne Wealth, LLC 0.00% New 11,200 $176K
Stifel Financial Corp. 0.00% Reduce -22.6% 10,600 $167K
Pasadena Private Wealth, LLC 0.02% New 10,140 $160K
Northwestern Mutual Wealth Management Co. 0.00% Add +16.3% 7,943 $125K
Fifth Third Bancorp 0.00% Reduce -28.4% 7,498 $118K
US Bancorp \de 0.00% No change 6,451 $102K
Arax Advisory Partners 0.00% New 3,532 $56K
Global Retirement Partners, LLC 0.00% — 2,897 $46K
Rockefeller Capital Management L.P. 0.00% Add +2.0% 2,484 $39K
Archer Investment Corp 0.01% No change 2,338 $37K
Gilpin Wealth Management, LLC 0.02% No change 2,231 $35K
Larson Financial Group LLC 0.00% No change 1,930 $30K
Smartleaf Asset Management LLC 0.00% No change 1,066 $17K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -0.1% 1,009 $16K
Salem Investment Counselors Inc. 0.00% New 600 $9K
WPG Advisers, LLC 0.00% Reduce -0.2% 449 $7K
Whittier Trust Co. of Nevada Inc. 0.00% No change 173 $3K
Allworth Financial LP 0.00% No change 150 $2K
Assetmark, Inc. 0.00% No change 24 $378

"% of holder's portfolio" is RLTY's weight in each manager's 13F, not the share of Cohen & Steers RL Est Opprt the manager owns.