Cohen & Steers Real Estate Opportunities and Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2023 | 2.15 M | $28.81 M | 19.47% | 12.83% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2023 | 311.32 K | $4.17 M | -30.12% | 1.86% |
| WELLS FARGO & COMPANY/MN | 05/12/2023 | 255.45 K | $3.42 M | 1.33% | 1.52% |
| BANK OF AMERICA CORP /DE/ | 05/12/2023 | 176.50 K | $2.37 M | -2.68% | 1.05% |
| LEXAURUM ADVISORS, LLC | 04/11/2023 | 124.44 K | $1.67 M | -16.31% | 0.74% |
| ROYAL BANK OF CANADA | 05/15/2023 | 84.36 K | $1.13 M | 10.21% | 0.50% |
| FAMILY MANAGEMENT CORP | 05/15/2023 | 69.71 K | $934.09 K | -31.24% | 0.42% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/12/2023 | 62.09 K | $833.25 K | 0.00% | 0.37% |
| RAYMOND JAMES & ASSOCIATES | 04/14/2023 | 51.84 K | $694.70 K | 14.54% | 0.31% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 05/12/2023 | 38.96 K | $522.04 K | 100.00% | 0.23% |
| ATLAS WEALTH LLC | 05/09/2023 | 31.32 K | $419.63 K | -9.42% | 0.19% |
| ATRIA WEALTH SOLUTIONS, INC. | 08/23/2023 | 23.78 K | $318.59 K | 14.03% | 0.14% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 04/14/2023 | 23.51 K | $315.06 K | -3.12% | 0.14% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/15/2023 | 19.97 K | $267.63 K | 0.00% | 0.12% |
| UBS GROUP AG | 05/12/2023 | 16.55 K | $221.70 K | 130.98% | 0.10% |
| LPL FINANCIAL LLC | 05/10/2023 | 14.12 K | $189.14 K | 15.90% | 0.08% |
| PETTINGA FINANCIAL ADVISORS, LLC | 04/21/2023 | 13.55 K | $181.57 K | -17.63% | 0.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/08/2023 | 8.85 K | $118.54 K | -93.66% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2023 | 5.46 K | $73.10 K | 16.76% | 0.03% |
| ROSENBERG MATTHEW HAMILTON | 04/17/2023 | 1.00 K | $13.40 K | 0.00% | 0.01% |
| BDO WEALTH ADVISORS, LLC | 05/09/2023 | 347 | $4.65 K | 100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/17/2023 | 100 | $1.34 K | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/11/2023 | 10 | $134 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/18/2023 | 0 | $0 | -100.00% | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 05/15/2023 | 0 | $0 | 0.00% | 0.00% |
| LOGAN STONE CAPITAL, LLC | 05/15/2023 | 0 | $0 | -100.00% | 0.00% |
| JFS WEALTH ADVISORS, LLC | 04/19/2023 | 0 | $0 | -100.00% | 0.00% |
| IFP ADVISORS, INC | 04/18/2023 | 0 | $0 | -100.00% | 0.00% |
| FREEDOM WEALTH ALLIANCE, LLC | 04/25/2023 | 0 | $0 | -100.00% | 0.00% |
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Cohen & Steers Real Estate Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 57 institutional investors and hedge funds held shares of Cohen & Steers Real Estate Opportunities and Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.37 M
Pathstone Holdings, LLC: 453,346
Advisors Asset Management, Inc.: 390,804
BANK OF AMERICA CORP /DE/: 232,740
WOLVERINE ASSET MANAGEMENT LLC: 178,436
ROYAL BANK OF CANADA: 149,888
20.79% of Cohen & Steers Real Estate Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.16 M shares in the last 24 months. This purchase volume represents approximately $66.02 M in transactions.