Cohen & Steers RL Est OpprtRLTY
13F holders, Q2 2025 (June 30)37holders −3
4new positions
7sold out
$15.36avg. 13F price*
At the end of Q2 2025, 37 institutions reported holding Cohen & Steers RL Est Opprt (RLTY) in their 13F filings, down 3 from Q1 2025. 4 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($21.0M), Pathstone Holdings, LLC ($9.0M) and Advisors Asset Management, Inc. ($5.9M).
- Company
- Cohen & Steers RL Est Opprt
- CUSIP
- 19249Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $910K |
| Exits | 7 | $680K |
All 13F filers, Q1 2025 → Q2 2025: 299,176 shares bought and 229,150 shares sold, net +70,026 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Morgan Stanley | 0.00% | Reduce -2.1% | 1,385,068 | $21.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -12.3% | 591,994 | $9.0M |
| Advisors Asset Management, Inc. | 0.11% | Add +29.3% | 390,215 | $5.9M |
| Bank of America Corp. | 0.00% | Reduce -4.0% | 211,531 | $3.2M |
| Consolidated Portfolio Review Corp | 0.30% | Add +29.7% | 144,035 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 132,791 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 121,164 | $1.8M |
| LexAurum Advisors, LLC | 0.24% | Reduce -3.4% | 98,166 | $1.5M |
| Beacon Capital Management, Inc. | 0.07% | Add +40.3% | 83,500 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -11.3% | 76,856 | $1.2M |
| UBS Group AG | 0.00% | Add +11.3% | 73,356 | $1.1M |
| Wolverine Asset Management LLC | 0.08% | Add +292.3% | 71,646 | $1.1M |
| Catalina Capital Group, LLC | 0.60% | No change | 12,825 | $889K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 55,286 | $839K |
| Moloney Securities Asset Management, LLC | 0.09% | Reduce -41.8% | 49,323 | $749K |
| Prospera Financial Services Inc | 0.01% | New | 33,475 | $508K |
| Cetera Investment Advisers | 0.00% | Add +9.4% | 27,229 | $413K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 26,729 | $406K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.2% | 25,665 | $390K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.8% | 24,025 | $365K |
| Cwm, LLC | 0.00% | Add +802.5% | 23,898 | $363K |
| Cornerstone Advisors, LLC | 0.01% | New | 19,100 | $290K |
| LPL Financial LLC | 0.00% | Reduce -4.4% | 17,548 | $266K |
| Stifel Financial Corp. | 0.00% | Reduce -4.9% | 17,347 | $263K |
| Samalin Investment Counsel, LLC | 0.09% | Add +10.8% | 15,041 | $228K |
| Pettinga Financial Advisors LLC | 0.05% | Reduce -3.4% | 14,069 | $214K |
| Wedbush Securities Inc. | 0.01% | No change | 13,400 | $203K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 12,609 | $191K |
| Osaic Holdings, Inc. | 0.00% | Add +58.0% | 10,171 | $154K |
| BlackRock, Inc. | 0.00% | New | 7,179 | $109K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.0% | 3,316 | $50K |
| Comerica Bank | 0.00% | Add +11.5% | 2,766 | $42K |
| Archer Investment Corp | 0.01% | No change | 2,338 | $35K |
| Larson Financial Group LLC | 0.00% | No change | 1,700 | $26K |
| WPG Advisers, LLC | 0.01% | Reduce -23.9% | 599 | $9K |
| NFSG Corp | 0.00% | New | 200 | $3K |
| Assetmark, Inc. | 0.00% | No change | 24 | $364 |
"% 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.