News + Filings Key Docs Ownership Insiders
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Cohen & Steers Real Estate Opportunities & Income Fund
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 2,343,025 | 543,476 | 32,286,890,000 | 0.00 | |
Hist
| 06/30/2023 |
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Saba Capital Management, L.P.
| 469,401 | 23,867 | 6,468,346,000 | 0.17 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 188,338 | 11,835 | 2,595,297,000 | 0.00 | |
Hist
| 06/30/2023 |
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LexAurum Advisors, LLC
| 148,697 | 148,697 | 2,004,442,000 | 0.72 | |
Hist
| 12/31/2022 |
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WELLS FARGO & COMPANY/MN
| 129,495 | -125,955 | 1,784,446,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cornerstone Advisors, LLC
| 123,606 | 123,606 | 1,703,291,000 | 0.08 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 95,076 | 18,530 | 1,310,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
| 67,090 | 67,090 | 924,165,000 | 0.07 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 45,262 | -69,667 | 610,125,000 | 0.00 | |
Hist
| 12/31/2022 |
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Moloney Securities Asset Management, LLC
| 38,958 | 38,958 | 522,035,000 | 0.10 | |
Hist
| 03/31/2023 |
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Family Management Corp
| 33,130 | -36,578 | 456,531,000 | 0.10 | |
Hist
| 06/30/2023 |
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Cresset Asset Management, LLC
| 32,069 | 32,069 | 441,911,000 | 0.00 | |
Hist
| 06/30/2023 |
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Logan Stone Capital, LLC
| 31,430 | 31,430 | 433,105,000 | 0.15 | |
Hist
| 06/30/2023 |
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Atlas Wealth LLC
| 25,426 | -5,890 | 354,947,000 | 0.07 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 23,775 | 0 | 327,627,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 24,269 | 24,269 | 327,146,000 | 0.00 | |
Hist
| 12/31/2022 |
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Steward Partners Investment Advisory, LLC
| 22,497 | 2,525 | 310,009,000 | 0.00 | |
Hist
| 06/30/2023 |
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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
| 21,092 | 21,092 | 290,648,000 | 0.16 | |
Hist
| 06/30/2023 |
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Pettinga Financial Advisors, LLC
| 16,450 | 16,450 | 221,746,000 | 0.07 | |
Hist
| 12/31/2022 |
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LPL Financial LLC
| 14,115 | 1,936 | 189,141,000 | 0.00 | |
Hist
| 03/31/2023 |
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UBS Group AG
| 11,525 | -5,020 | 158,815,000 | 0.00 | |
Hist
| 06/30/2023 |
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WOLVERINE ASSET MANAGEMENT LLC
| 4,071 | -4,775 | 56,098,000 | 0.00 | |
Hist
| 06/30/2023 |
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FREEDOM WEALTH ALLIANCE, LLC
| 4,000 | 4,000 | 53,920,000 | 0.08 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 3,535 | -1,137 | 48,715,000 | | |
Hist
| 06/30/2023 |
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Archer Investment Corp
| 2,338 | 2,338 | 32,218,000 | 0.01 | |
Hist
| 06/30/2023 |
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Rosenberg Matthew Hamilton
| 1,000 | 1,000 | 13,480,000 | 0.00 | |
Hist
| 12/31/2022 |
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Larson Financial Group LLC
| 400 | 400 | 5,512,000 | 0.00 | |
Hist
| 06/30/2023 |
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BDO Wealth Advisors, LLC
| 347 | 347 | 4,650,000 | 0.00 | |
Hist
| 03/31/2023 |
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EverSource Wealth Advisors, LLC
| 10 | 0 | 138,000 | 0.00 | |
Hist
| 06/30/2023 |
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CWM, LLC
| 87 | 87 | 1,000 | 0.00 | |
Hist
| 06/30/2023 |
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