Cohen & Steers RL Est OpprtRLTY
13F holders, Q4 2024 (December 31)36holders
5new positions
5sold out
1famous investor
$14.78avg. 13F price*
At the end of Q4 2024, 36 institutions reported holding Cohen & Steers RL Est Opprt (RLTY) in their 13F filings, unchanged from Q3 2024. 5 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($20.8M), Pathstone Holdings, LLC ($11.0M) and Bank of America Corp. ($4.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $891K |
| Exits | 5 | $547K |
All 13F filers, Q3 2024 → Q4 2024: 498,934 shares bought and 210,345 shares sold, net +288,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Morgan Stanley | 0.00% | Reduce -9.7% | 1,406,412 | $20.8M |
| Pathstone Holdings, LLC | 0.05% | Add +8.0% | 741,215 | $11.0M |
| Bank of America Corp. | 0.00% | Add +28.2% | 318,997 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +157.7% | 214,158 | $3.2M |
| Advisors Asset Management, Inc. | 0.05% | Add +142.2% | 170,779 | $2.5M |
| Raymond James Financial Inc. | 0.00% | — | 123,174 | $1.8M |
| LexAurum Advisors, LLC | 0.33% | Reduce -7.0% | 111,651 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 108,629 | $1.6M |
| Moloney Securities Asset Management, LLC | 0.15% | Add +1.5% | 77,514 | $1.1M |
| Consolidated Portfolio Review Corp | 0.17% | Add +16.2% | 73,987 | $1.1M |
| UBS Group AG | 0.00% | Add +452.3% | 68,763 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.6% | 51,330 | $759K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.2% | 26,729 | $395K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.4% | 26,050 | $385K |
| Concorde Asset Management, LLC | 0.18% | Add +6.9% | 23,100 | $341K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.9% | 22,425 | $331K |
| Cetera Investment Advisers | 0.00% | Add +48.8% | 20,026 | $296K |
| LPL Financial LLC | 0.00% | Reduce -5.8% | 19,463 | $288K |
| Pettinga Financial Advisors LLC | 0.06% | New | 19,278 | $285K |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 18,439 | $273K |
| Keel Point, LLC | 0.02% | No change | 16,941 | $250K |
| Citadel Advisors | 0.00% | Reduce -44.4% | 15,587 | $230K |
| Wedbush Securities Inc. | 0.01% | No change | 14,200 | $210K |
| Samalin Investment Counsel, LLC | 0.08% | New | 13,287 | $196K |
| Wolverine Asset Management LLC | 0.01% | New | 13,059 | $193K |
| Catalina Capital Group, LLC | 0.06% | No change | 12,825 | $190K |
| PNC Financial Services Group, Inc. | 0.00% | New | 12,618 | $186K |
| Osaic Holdings, Inc. | 0.00% | Add +14.6% | 3,984 | $59K |
| Comerica Bank | 0.00% | Add +17.1% | 3,261 | $48K |
| Archer Investment Corp | 0.01% | No change | 2,338 | $35K |
| DecisionPoint Financial, LLC | 0.01% | New | 2,022 | $30K |
| Larson Financial Group LLC | 0.00% | Add +11.7% | 900 | $13K |
| WPG Advisers, LLC | 0.01% | — | 739 | $11K |
| Geneos Wealth Management Inc. | 0.00% | Add +44.2% | 522 | $8K |
| Cwm, LLC | 0.00% | No change | 148 | $2K |
| Assetmark, Inc. | 0.00% | No change | 24 | $355 |
"% 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.