Cohen & Steers RL Est OpprtRLTY
13F holders, Q3 2024 (September 30)36holders +5
9new positions
4sold out
1famous investor
$17.09avg. 13F price*
At the end of Q3 2024, 36 institutions reported holding Cohen & Steers RL Est Opprt (RLTY) in their 13F filings, up 5 from Q2 2024. 9 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($26.6M), Pathstone Holdings, LLC ($11.7M) and Bank of America Corp. ($4.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cohen & Steers RL Est Opprt
- CUSIP
- 19249Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.2M |
| Exits | 4 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 240,343 shares bought and 777,768 shares sold, net −537,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Morgan Stanley | 0.00% | Reduce -18.4% | 1,557,515 | $26.6M |
| Pathstone Holdings, LLC | 0.05% | Reduce -29.7% | 686,575 | $11.7M |
| Bank of America Corp. | 0.00% | Add +11.6% | 248,761 | $4.3M |
| LexAurum Advisors, LLC | 0.45% | Reduce -3.9% | 120,023 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 109,617 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +14.1% | 83,120 | $1.4M |
| Raymond James & Associates | 0.00% | Add +3.2% | 81,927 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +66.0% | 76,373 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | New | 70,507 | $1.2M |
| Consolidated Portfolio Review Corp | 0.24% | Add +2.3% | 63,679 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +52.8% | 46,006 | $786K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.9% | 37,806 | $646K |
| Susquehanna International Group, LLP | 0.00% | Add +33.3% | 29,728 | $508K |
| Citadel Advisors | 0.00% | New | 28,026 | $479K |
| Oppenheimer & Co. Inc. | 0.01% | Add +22.1% | 27,055 | $462K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -7.3% | 22,625 | $387K |
| Concorde Asset Management, LLC | 0.21% | Add +25.6% | 21,600 | $369K |
| LPL Financial LLC | 0.00% | Add +13.9% | 20,672 | $353K |
| Stifel Financial Corp. | 0.00% | Add +19.1% | 18,342 | $313K |
| Keel Point, LLC | 0.02% | No change | 16,941 | $290K |
| Total Clarity Wealth Management, Inc. | 0.09% | New | 16,510 | $282K |
| Corient Private Wealth LP | 0.00% | Reduce -32.8% | 14,958 | $256K |
| Wedbush Securities Inc. | 0.01% | No change | 14,200 | $243K |
| Cetera Investment Advisers | 0.00% | New | 13,461 | $230K |
| Catalina Capital Group, LLC | 0.07% | Add +0.2% | 12,825 | $219K |
| UBS Group AG | 0.00% | Add +3.5% | 12,451 | $213K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 3,478 | $59K |
| Comerica Bank | 0.00% | Reduce -0.7% | 2,784 | $48K |
| Archer Investment Corp | 0.01% | No change | 2,338 | $40K |
| Larson Financial Group LLC | 0.00% | No change | 806 | $14K |
| Geneos Wealth Management Inc. | 0.00% | New | 362 | $6K |
| Spire Wealth Management | 0.00% | New | 311 | $5K |
| Planned Solutions, Inc. | 0.00% | New | 250 | $4K |
| Cwm, LLC | 0.00% | New | 148 | $3K |
| Assetmark, Inc. | 0.00% | No change | 24 | $410 |
| FMR LLC | 0.00% | New | 1 | $17 |
"% 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.