Cohen & Steers RL Est OpprtRLTY
13F holders, Q2 2024 (June 30)31holders +4
6new positions
2sold out
$14.23avg. 13F price*
At the end of Q2 2024, 31 institutions reported holding Cohen & Steers RL Est Opprt (RLTY) in their 13F filings, up 4 from Q1 2024. 6 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($27.2M), Pathstone Holdings, LLC ($13.9M) and Bank of America Corp. ($3.2M).
- Company
- Cohen & Steers RL Est Opprt
- CUSIP
- 19249Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 2 | $487K |
All 13F filers, Q1 2024 → Q2 2024: 255,456 shares bought and 139,856 shares sold, net +115,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Morgan Stanley | 0.00% | Reduce -4.4% | 1,909,665 | $27.2M |
| Pathstone Holdings, LLC | 0.06% | Add +4.4% | 976,935 | $13.9M |
| Bank of America Corp. | 0.00% | Add +26.7% | 222,862 | $3.2M |
| LexAurum Advisors, LLC | 0.44% | Reduce -2.3% | 124,923 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 111,691 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.41% | Add +13.5% | 81,852 | $1.2M |
| Raymond James & Associates | 0.00% | Add +13.8% | 79,411 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 72,873 | $1.0M |
| Consolidated Portfolio Review Corp | 0.21% | Add +345.3% | 62,224 | $885K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +2.4% | 46,009 | $655K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 36,055 | $513K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.5% | 30,112 | $429K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.7% | 24,400 | $347K |
| Susquehanna International Group, LLP | 0.00% | New | 22,304 | $317K |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 22,257 | $317K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.2% | 22,155 | $315K |
| Atlas Wealth LLC | 0.05% | New | 21,440 | $303K |
| LPL Financial LLC | 0.00% | Reduce -5.0% | 18,143 | $258K |
| Keel Point, LLC | 0.02% | New | 16,941 | $256K |
| Concorde Asset Management, LLC | 0.15% | New | 17,200 | $245K |
| Rockefeller Capital Management L.P. | 0.00% | New | 15,754 | $224K |
| Stifel Financial Corp. | 0.00% | Add +6.7% | 15,400 | $219K |
| Wedbush Securities Inc. | 0.01% | No change | 14,200 | $202K |
| Catalina Capital Group, LLC | 0.07% | No change | 12,805 | $182K |
| UBS Group AG | 0.00% | Reduce -23.2% | 12,029 | $171K |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.8% | 3,474 | $49K |
| Comerica Bank | 0.00% | Reduce -9.7% | 2,803 | $40K |
| Archer Investment Corp | 0.01% | No change | 2,338 | $33K |
| Larson Financial Group LLC | 0.00% | No change | 806 | $11K |
| Wolverine Asset Management LLC | 0.00% | New | 145 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -66.7% | 24 | $342 |
"% 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.