Cohen & Steers Real Estate Opportunities & Income Fund (RLTY)
Cohen & Steers Real Estate Opportunities & Income Fund is a closed-end balanced mutual fund launched and managed by Cohen & Steers Capital Management, Inc. It invests in the public equity and fixed income markets of global region. For its equity portion, the fund invests directly and through derivatives in stocks of companies operating across financials, diversified financials, mortgage real estate investment trusts (reits) and real estate sectors. It uses derivatives such as options to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests in fixed income securities that are rate below investment grade. The fund employs fundamental analysis with bottom-up securities picking approach to create its portfolio. The fund employs proprietary research to create its portfolio. Cohen & Steers Real Estate Opportunities & Income Fund was formed on February 23, 2022 and is domiciled in the United States.?
Industry: Asset Management
Cohen & Steers Real Estate Opportunities & Income Fund
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 16.72M shares outstanding
USCohen & Steers Real Estate Opportunities & Income Fund is a closed-end balanced mutual fund launched and managed by Cohen & Steers Capital Management, Inc.
It invests in the public equity and fixed income markets of global region. For its equity portion, the fund invests directly and through derivatives in stocks of companies operating across financials, diversified financials, mortgage real estate investment trusts (reits) and real estate sectors.
It uses derivatives such as options to create its portfolio.
It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests in fixed income securities that are rate below investment grade. The fund employs fundamental analysis with bottom-up securities picking approach to create its portfolio. The fund employs proprietary research to create its portfolio. Cohen & Steers Real Estate Opportunities & Income Fund was formed on February 23, 2022 and is domiciled in the United States.?
Leadership
Adam M. Derechin
Executive Vice President and Chief Operating Officer
Daphne L. Richards
Director
Dean A. Junkans
Director
George Grossman
Director
Employees
--
Country
US
Sector
Financial Services
Website
cohenandsteers.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
 Junkans Dean | Director | Grant/Award | 170.338 | -- | Dec 31, 2025 |
 Jhirad Yigal Dan | Portfolio Manager | Grant/Award | 163.919 | -- | Dec 31, 2025 |
 Clark Michael G | Director | Grant/Award | 59.14 | -- | Dec 31, 2025 |
 Maginnis Gerald J. | Director | Grant/Award | 58.146 | -- | Dec 31, 2025 |
 Rogers-Windsor Ramona Lynn | Director | Grant/Award | 77.554 | -- | Dec 31, 2025 |
| Rogers-Windsor Ramona Lynn | Director | Grant/Award | 69.793 | -- | Dec 31, 2024 |
| Name | Shares | % | Source |
|---|---|---|---|
MORGAN STANLEY | 1.0M | 6.3% | 13F |
Morgan Stanley · also on 13F· may incl. warrants· filed Feb 2025 | 679.7K | 4.1% | 13G |
Pathstone Holdings, LLC | 565.4K | 3.4% | 13F |
Advisors Asset Management, Inc. | 455.8K | 2.7% | 13F |
BANK OF AMERICA CORP /DE/ | 212.9K | 1.3% | 13F |
WOLVERINE ASSET MANAGEMENT LLC | 206.4K | 1.2% | 13F |
ROYAL BANK OF CANADA | 177.9K | 1.1% | 13F |
RAYMOND JAMES FINANCIAL INC | 120.3K | 0.7% | 13F |
WELLS FARGO & COMPANY/MN | 117.9K | 0.7% | 13F |
COMMONWEALTH EQUITY SERVICES, LLC | 117.8K | 0.7% | 13F |
Insiders
- Junkans DeanDirector
- Jhirad Yigal DanPortfolio Manager
- Clark Michael GDirector
- Maginnis Gerald J.Director
- Rogers-Windsor Ramona LynnDirector
based on 16.72M shares outstanding
US30d Avg
81.51K
60d Avg
68.53K
90d Avg
59.50K