Cohen & Steers RL Est OpprtRLTY
13F holders, Q1 2026 (March 31)50holders +4
10new positions
5sold out
$14.54avg. 13F price*
At the end of Q1 2026, 50 institutions reported holding Cohen & Steers RL Est Opprt (RLTY) in their 13F filings, up 4 from Q4 2025. 10 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($16.7M), Pathstone Holdings, LLC ($7.6M) and Advisors Asset Management, Inc. ($6.7M).
- Company
- Cohen & Steers RL Est Opprt
- CUSIP
- 19249Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.6M |
| Exits | 5 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 485,784 shares bought and 344,811 shares sold, net +140,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Morgan Stanley | 0.00% | Reduce -16.4% | 1,149,252 | $16.7M |
| Pathstone Holdings, LLC | 0.03% | Add +15.5% | 523,424 | $7.6M |
| Advisors Asset Management, Inc. | 0.11% | Add +17.1% | 457,435 | $6.7M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 227,761 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +13.7% | 170,368 | $2.5M |
| Wolverine Asset Management LLC | 0.13% | Reduce -7.6% | 164,950 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 119,613 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +40.4% | 112,657 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.2% | 103,633 | $1.5M |
| UBS Group AG | 0.00% | Add +633.2% | 90,870 | $1.3M |
| LexAurum Advisors, LLC | 0.17% | — | 88,785 | $1.3M |
| Beacon Capital Management, Inc. | 0.07% | No change | 83,500 | $1.2M |
| World Investment Advisors | 0.02% | Add +107.1% | 65,550 | $953K |
| Closed-End Fund Advisors, Inc. | 0.95% | Add +2.5% | 64,351 | $936K |
| Invesco Ltd. | 0.00% | Add +76.7% | 57,103 | $830K |
| LPL Financial LLC | 0.00% | Add +19.6% | 44,658 | $649K |
| Oppenheimer & Co. Inc. | 0.01% | Add +40.9% | 37,671 | $548K |
| Independent Financial Group, LLC | 0.01% | New | 36,191 | $526K |
| City of London Investment Management Co. Ltd. | 0.04% | New | 35,835 | $521K |
| Prospera Financial Services Inc | 0.01% | Reduce -8.5% | 25,476 | $370K |
| Osaic Holdings, Inc. | 0.00% | Add +5.8% | 24,592 | $358K |
| Allium Financial Advisors, LLC | 0.28% | Add +76.3% | 24,054 | $350K |
| Advisory Advocates, LLC | 0.34% | Add +4.7% | 22,730 | $330K |
| Concorde Asset Management, LLC | 0.16% | Reduce -7.5% | 22,350 | $325K |
| XTX Topco Ltd | 0.00% | Add +14.7% | 14,688 | $214K |
| Samalin Investment Counsel, LLC | 0.07% | Reduce -7.8% | 14,074 | $205K |
| Stifel Financial Corp. | 0.00% | Reduce -11.5% | 13,700 | $199K |
| Wedbush Securities Inc. | 0.01% | No change | 12,900 | $188K |
| Catalina Capital Group, LLC | 0.12% | Add +0.2% | 12,920 | $188K |
| Adapt Wealth Advisors, LLC | 0.07% | Reduce -26.6% | 12,790 | $186K |
| First Foundation Advisors | 0.01% | New | 10,928 | $159K |
| Cetera Investment Advisers | 0.00% | Reduce -20.8% | 10,711 | $156K |
| Fifth Third Bancorp | 0.00% | New | 10,474 | $152K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 10,000 | $145K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 6,828 | $99K |
| US Bancorp \de | 0.00% | No change | 6,451 | $94K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.2% | 2,434 | $35K |
| Archer Investment Corp | 0.01% | No change | 2,338 | $34K |
| Gilpin Wealth Management, LLC | 0.03% | No change | 2,231 | $32K |
| Larson Financial Group LLC | 0.00% | No change | 1,930 | $28K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,066 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -31.7% | 1,010 | $15K |
| WPG Advisers, LLC | 0.00% | Reduce -19.2% | 450 | $7K |
| Osbon Capital Management LLC | 0.00% | New | 398 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 173 | $3K |
| BlackRock, Inc. | 0.00% | New | 160 | $2K |
| Allworth Financial LP | 0.00% | Add +50.0% | 150 | $2K |
| Cwm, LLC | 0.00% | Reduce -94.4% | 148 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 69 | $1K |
| Assetmark, Inc. | 0.00% | No change | 24 | $349 |
"% 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.