# Cohen & Steers Real Estate Opportunities & Income Fund: overview

RLTY · NYSE · CIK 1866874 · [Other](/sectors/other.md) · fiscal year ends Mar 15

Pages: [Overview](/companies/rlty.md) · [Financials](/companies/rlty/financials.md) · [Filings](/companies/rlty/filings.md) · [Insiders](/companies/rlty/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/rlty/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $16.5m | 1,045,431 |  | Reduced −103,821 |
| [Pathstone Holdings, LLC](/funds/2011612.md) | 2026-06-30 | $8.9m | 565,408 |  | Added +41,984 |
| [Advisors Asset Management, Inc.](/funds/1297376.md) | 2026-06-30 | $7.2m | 455,798 |  | Reduced −1,637 |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $3.4m | 212,945 |  | Reduced −14,816 |
| [WOLVERINE ASSET MANAGEMENT LLC](/funds/1279891.md) | 2026-06-30 | $3.2m | 206,381 |  | Added +41,431 |
| [ROYAL BANK OF CANADA](/funds/1000275.md) | 2026-06-30 | $2.8m | 177,888 |  | Added +7,520 |
| [RAYMOND JAMES FINANCIAL INC](/funds/720005.md) | 2026-06-30 | $1.9m | 120,261 |  | Added +648 |
| [WELLS FARGO & COMPANY/MN](/funds/72971.md) | 2026-06-30 | $1.9m | 117,889 |  | Added +5,232 |
| [COMMONWEALTH EQUITY SERVICES, LLC](/funds/312272.md) | 2026-06-30 | $1.9m | 117,838 |  | Added +14,205 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $1.8m | 116,162 |  | Added +25,292 |

## Recent filings

[All 106 filings](/companies/rlty/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2023-03-21 | 12:35 ET | [8-K](/filings/0001193125-23-075536.md) | 5.03 Amendment to articles or bylaws; 9.01 Financial statements and exhibits | 0001193125-23-075536 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1866874
- Tickers: RLTY
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: not reported
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:49 ET. No prices; not investment advice.
