Cohen & Steers RL Est OpprtRLTY
13F holders, Q3 2025 (September 30)39holders +2
7new positions
5sold out
1famous investor
$15.28avg. 13F price*
At the end of Q3 2025, 39 institutions reported holding Cohen & Steers RL Est Opprt (RLTY) in their 13F filings, up 2 from Q2 2025. 7 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($20.6M), Advisors Asset Management, Inc. ($6.0M) and Pathstone Holdings, LLC ($4.4M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.5M |
| Exits | 5 | $1.0M |
All 13F filers, Q2 2025 → Q3 2025: 205,737 shares bought and 520,019 shares sold, net −314,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Morgan Stanley | 0.00% | Reduce -2.7% | 1,348,230 | $20.6M |
| Advisors Asset Management, Inc. | 0.10% | Add +0.6% | 392,578 | $6.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -51.6% | 286,476 | $4.4M |
| Bank of America Corp. | 0.00% | Add +6.2% | 224,695 | $3.4M |
| Consolidated Portfolio Review Corp | 0.33% | Add +19.5% | 172,072 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +19.3% | 144,517 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.5% | 126,799 | $1.9M |
| LexAurum Advisors, LLC | 0.20% | Reduce -6.3% | 91,999 | $1.4M |
| Beacon Capital Management, Inc. | 0.06% | No change | 83,500 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 78,593 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.4% | 63,261 | $967K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +12.6% | 55,536 | $849K |
| UBS Group AG | 0.00% | Reduce -48.1% | 38,101 | $582K |
| LPL Financial LLC | 0.00% | Add +116.8% | 38,052 | $581K |
| Wolverine Asset Management LLC | 0.04% | Reduce -49.4% | 36,290 | $555K |
| Jane Street Group, LLC | 0.00% | New | 29,015 | $443K |
| Prospera Financial Services Inc | 0.01% | Reduce -18.4% | 27,327 | $418K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 26,729 | $408K |
| Concorde Asset Management, LLC | 0.16% | — | 24,950 | $378K |
| Adapt Wealth Advisors, LLC | 0.13% | New | 23,515 | $359K |
| Cwm, LLC | 0.00% | Reduce -8.6% | 21,839 | $334K |
| Stifel Financial Corp. | 0.00% | Reduce -11.2% | 15,410 | $235K |
| Samalin Investment Counsel, LLC | 0.08% | Add +2.1% | 15,355 | $235K |
| Allium Financial Advisors, LLC | 0.17% | New | 13,420 | $205K |
| Independent Financial Group, LLC | 0.00% | New | 12,900 | $197K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.7% | 12,900 | $197K |
| Pettinga Financial Advisors LLC | 0.04% | Reduce -8.8% | 12,835 | $196K |
| Catalina Capital Group, LLC | 0.12% | No change | 12,825 | $196K |
| Osaic Holdings, Inc. | 0.00% | Add +20.2% | 12,222 | $189K |
| Citadel Advisors | 0.00% | New | 12,186 | $186K |
| Cetera Investment Advisers | 0.00% | Reduce -55.5% | 12,114 | $185K |
| US Bancorp \de | 0.00% | New | 6,451 | $99K |
| Comerica Bank | 0.00% | Add +10.0% | 3,042 | $46K |
| Archer Investment Corp | 0.01% | No change | 2,338 | $36K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,263 | $35K |
| Larson Financial Group LLC | 0.00% | No change | 1,700 | $26K |
| WPG Advisers, LLC | 0.01% | Reduce -5.2% | 568 | $9K |
| NFSG Corp | 0.00% | No change | 200 | $3K |
| Assetmark, Inc. | 0.00% | No change | 24 | $367 |
"% 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.