Cohen & Steers RL Est OpprtRLTY
13F holders, Q1 2024 (March 31)27holders
$14.74avg. 13F price*
At the end of Q1 2024, 27 institutions reported holding Cohen & Steers RL Est Opprt (RLTY) in their 13F filings. The largest holders were Morgan Stanley ($29.5M), Pathstone Holdings, LLC ($13.8M) and Bank of America Corp. ($2.6M).
- Company
- Cohen & Steers RL Est Opprt
- CUSIP
- 19249Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $722K |
| Exits | 12 | $9.7M |
Ownership 27 holders
| Morgan Stanley | 0.00% | Reduce -5.4% | 1,998,095 | $29.5M |
| Pathstone Holdings, LLC | 0.07% | Add +8.8% | 935,703 | $13.8M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 175,951 | $2.6M |
| LexAurum Advisors, LLC | 0.48% | Reduce -14.9% | 127,920 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 109,726 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -5.5% | 75,448 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.40% | Add +21.7% | 72,129 | $1.1M |
| Raymond James & Associates | 0.00% | Add +53.3% | 69,809 | $1.0M |
| Moloney Securities Asset Management, LLC | 0.10% | Add +8.0% | 44,924 | $662K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 36,055 | $531K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.6% | 28,277 | $417K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +5.0% | 25,075 | $370K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -6.7% | 22,662 | $334K |
| Corient Private Wealth LP | 0.00% | New | 22,150 | $309K |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 19,091 | $281K |
| City of London Investment Management Co. Ltd. | 0.02% | Reduce -58.0% | 19,090 | $281K |
| UBS Group AG | 0.00% | Add +28.1% | 15,663 | $231K |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 14,437 | $213K |
| Wedbush Securities Inc. | 0.01% | No change | 14,200 | $209K |
| Consolidated Portfolio Review Corp | 0.05% | New | 13,975 | $206K |
| PFG Investments, LLC | 0.01% | New | 13,975 | $206K |
| Catalina Capital Group, LLC | 0.08% | Add +1.0% | 12,805 | $189K |
| Osaic Holdings, Inc. | 0.00% | Add +49.1% | 10,149 | $150K |
| Comerica Bank | 0.00% | Reduce -64.2% | 3,105 | $46K |
| Archer Investment Corp | 0.01% | No change | 2,338 | $34K |
| Larson Financial Group LLC | 0.00% | Add +101.5% | 806 | $12K |
| Assetmark, Inc. | 0.00% | New | 72 | $1K |
"% 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.