Cohen & Steers RL Est OpprtRLTY
13F holders, Q1 2025 (March 31)40holders +4
7new positions
3sold out
$15.35avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding Cohen & Steers RL Est Opprt (RLTY) in their 13F filings, up 4 from Q4 2024. 7 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($21.7M), Pathstone Holdings, LLC ($10.4M) and Advisors Asset Management, Inc. ($4.6M).
- Company
- Cohen & Steers RL Est Opprt
- CUSIP
- 19249Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 3 | $802K |
All 13F filers, Q4 2024 → Q1 2025: 350,933 shares bought and 367,258 shares sold, net −16,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Morgan Stanley | 0.00% | Add +0.6% | 1,414,406 | $21.7M |
| Pathstone Holdings, LLC | 0.05% | Reduce -8.9% | 674,872 | $10.4M |
| Advisors Asset Management, Inc. | 0.09% | Add +76.7% | 301,686 | $4.6M |
| Bank of America Corp. | 0.00% | Reduce -30.9% | 220,258 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +21.4% | 131,882 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +6.1% | 130,732 | $2.0M |
| Consolidated Portfolio Review Corp | 0.27% | Add +50.1% | 111,054 | $1.7M |
| LexAurum Advisors, LLC | 0.30% | Reduce -8.9% | 101,653 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -59.5% | 86,700 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +9.3% | 84,737 | $1.3M |
| UBS Group AG | 0.00% | Reduce -4.2% | 65,902 | $1.0M |
| Beacon Capital Management, Inc. | 0.04% | New | 59,500 | $903K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.8% | 56,876 | $872K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 26,729 | $410K |
| Cetera Investment Advisers | 0.00% | Add +24.3% | 24,883 | $382K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +8.0% | 24,225 | $372K |
| Envestnet Asset Management Inc. | 0.00% | New | 23,935 | $367K |
| Concorde Asset Management, LLC | 0.18% | Add +6.9% | 24,700 | $344K |
| LPL Financial LLC | 0.00% | Reduce -5.7% | 18,348 | $281K |
| Wolverine Asset Management LLC | 0.02% | Add +39.9% | 18,264 | $280K |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 18,239 | $280K |
| Keel Point, LLC | 0.02% | No change | 16,941 | $260K |
| Pettinga Financial Advisors LLC | 0.05% | Reduce -24.4% | 14,569 | $223K |
| Samalin Investment Counsel, LLC | 0.08% | Add +2.1% | 13,570 | $208K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.6% | 13,400 | $206K |
| Catalina Capital Group, LLC | 0.13% | No change | 12,825 | $197K |
| Jane Street Group, LLC | 0.00% | New | 11,667 | $179K |
| Virtu Financial LLC | 0.01% | New | 11,109 | $170K |
| Osaic Holdings, Inc. | 0.00% | Add +61.5% | 6,436 | $99K |
| Geneos Wealth Management Inc. | 0.00% | Add +575.7% | 3,527 | $54K |
| Cwm, LLC | 0.00% | Add +1689.2% | 2,648 | $41K |
| Comerica Bank | 0.00% | Reduce -23.9% | 2,481 | $38K |
| Elequin Capital, LP | 0.01% | New | 2,449 | $38K |
| Archer Investment Corp | 0.01% | No change | 2,338 | $36K |
| DecisionPoint Financial, LLC | 0.01% | No change | 2,022 | $31K |
| Larson Financial Group LLC | 0.00% | Add +88.9% | 1,700 | $26K |
| WPG Advisers, LLC | 0.01% | Add +6.5% | 787 | $12K |
| Coldstream Capital Management Inc. | 0.00% | New | 174 | $3K |
| Assetmark, Inc. | 0.00% | No change | 24 | $368 |
| CIBC Private Wealth Group LLC | 0.00% | New | 1 | $13 |
"% 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.