Cohen & Steers RL Est OpprtRLTY

13F holders, Q4 2025 (December 31)
46holders +7
11new positions
5sold out
$14.70avg. 13F price*

At the end of Q4 2025, 46 institutions reported holding Cohen & Steers RL Est Opprt (RLTY) in their 13F filings, up 7 from Q3 2025. 11 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($20.2M), Pathstone Holdings, LLC ($6.7M) and Advisors Asset Management, Inc. ($5.7M).

Company
Cohen & Steers RL Est Opprt
CUSIP
19249Q103
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 27Q1 2024Q2 2024: 31Q2 2024Q3 2024: 36Q3 2024Q4 2024: 36Q4 2024Q1 2025: 40Q1 2025Q2 2025: 37Q2 2025Q3 2025: 39Q3 2025Q4 2025: 46Q4 2025Q1 2026: 50Q1 2026Q2 2026: 48Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$2.3M
Exits5$3.5M

All 13F filers, Q3 2025 → Q4 2025: 547,443 shares bought and 291,116 shares sold, net +256,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 46 holders

Morgan Stanley 0.00% Add +1.9% 1,373,956 $20.2M
Pathstone Holdings, LLC 0.03% Add +58.3% 453,346 $6.7M
Advisors Asset Management, Inc. 0.10% Reduce -0.5% 390,804 $5.7M
Bank of America Corp. 0.00% Add +3.6% 232,740 $3.4M
Wolverine Asset Management LLC 0.15% Add +391.7% 178,436 $2.6M
Royal Bank of Canada 0.00% Add +3.7% 149,888 $2.2M
Raymond James Financial Inc. 0.00% Reduce -6.6% 118,400 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +44.8% 91,588 $1.3M
Beacon Capital Management, Inc. 0.07% No change 83,500 $1.2M
Wells Fargo & Company 0.00% Add +2.1% 80,219 $1.2M
Closed-End Fund Advisors, Inc. 0.55% — 62,769 $923K
LPL Financial LLC 0.00% Reduce -1.8% 37,353 $549K
Logan Stone Capital, LLC 0.13% New 35,689 $525K
Susquehanna International Group, LLP 0.00% New 35,266 $518K
Invesco Ltd. 0.00% New 32,322 $475K
World Investment Advisors 0.01% New 31,650 $465K
Prospera Financial Services Inc 0.01% Add +1.9% 27,849 $409K
Oppenheimer & Co. Inc. 0.01% No change 26,729 $393K
Concorde Asset Management, LLC 0.14% Reduce -3.2% 24,150 $355K
Osaic Holdings, Inc. 0.00% Add +90.1% 23,238 $342K
Advisory Advocates, LLC 0.32% — 21,705 $319K
Adapt Wealth Advisors, LLC 0.09% Reduce -25.9% 17,415 $256K
Stifel Financial Corp. 0.00% Add +0.4% 15,477 $228K
Samalin Investment Counsel, LLC 0.08% Reduce -0.6% 15,260 $224K
Allium Financial Advisors, LLC 0.16% Add +1.7% 13,646 $201K
Cetera Investment Advisers 0.00% Add +11.6% 13,518 $199K
Wedbush Securities Inc. 0.01% No change 12,900 $190K
Catalina Capital Group, LLC 0.12% Add +0.6% 12,898 $190K
XTX Topco Ltd 0.00% New 12,811 $188K
UBS Group AG 0.00% Reduce -67.5% 12,393 $182K
Pettinga Financial Advisors LLC 0.03% Reduce -13.3% 11,135 $164K
US Bancorp \de 0.00% No change 6,451 $95K
Global Retirement Partners, LLC 0.00% New 3,460 $51K
Comerica Bank 0.00% Reduce -9.0% 2,768 $41K
Cwm, LLC 0.00% Reduce -87.8% 2,656 $39K
Archer Investment Corp 0.01% No change 2,338 $34K
Rockefeller Capital Management L.P. 0.00% Add +2.3% 2,314 $34K
Gilpin Wealth Management, LLC 0.03% — 2,231 $33K
Larson Financial Group LLC 0.00% Add +13.5% 1,930 $28K
Kestra Advisory Services, LLC 0.00% New 1,622 $24K
Pinnacle Wealth Planning Services, Inc. 0.00% New 1,479 $22K
Smartleaf Asset Management LLC 0.00% New 1,066 $16K
WPG Advisers, LLC 0.01% Reduce -1.9% 557 $8K
Harbour Investments, Inc. 0.00% New 278 $4K
Allworth Financial LP 0.00% New 100 $1K
Assetmark, Inc. 0.00% No change 24 $353

"% 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.