RLTY Institutional Ownership & Shareholders
COHEN & STEERS RL EST OPPRT (RLTY) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $52.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of RLTY tracked by InsiderSet, reporting ownership valued at approximately $16.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.92M, representing an estimated loss of -9.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed RLTY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Pathstone Holdings, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in COHEN & STEERS RL EST OPPRT (RLTY).
This page ranks the largest institutional RLTY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$52.52M
Largest Holder
Morgan Stanley
Largest Position
$16.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,045,431 | $16,455,096 | $14,918,300 | -$1,536,796 | -9.34% | |
| Pathstone Holdings, Llc | 0.03% | 523,424 | $7,610,586 | $7,469,260 | -$141,326 | -1.86% | |
| Bank Of America Corp | 0.00% | 212,945 | $3,351,762 | $3,038,725 | -$313,037 | -9.34% | |
| Wolverine Asset Management Llc | 0.04% | 206,381 | $3,248,437 | $2,945,057 | -$303,380 | -9.34% | |
| Royal Bank Of Canada | 0.00% | 177,888 | $2,800,000 | $2,538,462 | -$261,538 | -9.34% | |
| Raymond James Financial Inc | 0.00% | 120,261 | $1,892,907 | $1,716,124 | -$176,783 | -9.34% | |
| Wells Fargo & Company/Mn | 0.00% | 117,889 | $1,855,572 | $1,682,276 | -$173,296 | -9.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 117,838 | $1,854,770 | $1,681,548 | -$173,222 | -9.34% | |
| Ubs Group Ag | 0.00% | 116,162 | $1,828,390 | $1,657,632 | -$170,758 | -9.34% | |
| Lexaurum Advisors, Llc | 0.14% | 89,664 | $1,241,844 | $1,279,505 | +$37,661 | +3.03% | |
| Beacon Capital Management, Inc. | 0.07% | 83,500 | $1,156,475 | $1,191,545 | +$35,070 | +3.03% | |
| Closed-End Fund Advisors, Inc. | 1.03% | 66,771 | $1,050,976 | $952,822 | -$98,154 | -9.34% | |
| World Investment Advisors | 0.02% | 65,550 | $953,097 | $935,399 | -$17,699 | -1.86% | |
| Invesco Ltd. | 0.00% | 58,213 | $916,273 | $830,700 | -$85,573 | -9.34% | |
| First Foundation Advisors | 0.03% | 56,173 | $884,163 | $801,589 | -$82,574 | -9.34% | |
| City Of London Investment Management Co Ltd | 0.06% | 61,113 | $846,415 | $872,083 | +$25,668 | +3.03% | |
| Lpl Financial Llc | 0.00% | 48,299 | $760,225 | $689,227 | -$70,998 | -9.34% | |
| Osaic Holdings, Inc. | 0.00% | 39,297 | $618,544 | $560,768 | -$57,776 | -9.34% | |
| Independent Financial Group, Llc | 0.01% | 41,681 | $577,282 | $594,788 | +$17,506 | +3.03% | |
| Advisory Advocates, Llc | 0.34% | 25,220 | $396,963 | $359,889 | -$37,074 | -9.34% | |
| Oppenheimer & Co Inc | 0.00% | 27,847 | $385,681 | $397,377 | +$11,696 | +3.03% | |
| Allium Financial Advisors, Llc | 0.25% | 24,493 | $385,518 | $349,515 | -$36,003 | -9.34% | |
| Kornitzer Capital Management Inc | 0.00% | 15,100 | $237,674 | $215,477 | -$22,197 | -9.34% | |
| Xtx Topco Ltd | 0.00% | 12,913 | $203,251 | $184,269 | -$18,982 | -9.34% | |
| Samalin Investment Counsel, Llc | 0.07% | 14,661 | $203,051 | $209,212 | +$6,161 | +3.03% | |
| Catalina Capital Group, Llc | 0.12% | 12,920 | $187,857 | $184,368 | -$3,489 | -1.86% | |
| Cetera Investment Advisers | 0.00% | 11,330 | $178,336 | $161,679 | -$16,657 | -9.34% | |
| Adapt Wealth Advisors, Llc | 0.06% | 11,290 | $177,705 | $161,108 | -$16,597 | -9.34% | |
| Creativeone Wealth, Llc | 0.00% | 11,200 | $176,288 | $159,824 | -$16,464 | -9.34% | |
| Stifel Financial Corp | 0.00% | 10,600 | $166,844 | $151,262 | -$15,582 | -9.34% | |
| Pasadena Private Wealth, Llc | 0.02% | 10,140 | $159,599 | $144,698 | -$14,901 | -9.34% | |
| Fifth Third Bancorp | 0.00% | 7,498 | $118,012 | $106,996 | -$11,016 | -9.33% | |
| Us Bancorp \De\ | 0.00% | 6,451 | $101,539 | $92,056 | -$9,483 | -9.34% | |
| Arax Advisory Partners | 0.00% | 3,532 | $55,594 | $50,402 | -$5,192 | -9.34% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,484 | $39,107 | $35,447 | -$3,660 | -9.36% | |
| Archer Investment Corp | 0.01% | 2,338 | $36,800 | $33,363 | -$3,437 | -9.34% | |
| Gilpin Wealth Management, Llc | 0.02% | 2,231 | $30,900 | $31,836 | +$936 | +3.03% | |
| Larson Financial Group Llc | 0.00% | 1,930 | $30,378 | $27,541 | -$2,837 | -9.34% | |
| United Community Bank | 0.01% | 1,320 | $18,282 | $18,836 | +$554 | +3.03% | |
| Smartleaf Asset Management Llc | 0.00% | 1,066 | $16,928 | $15,212 | -$1,716 | -10.14% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 1,030 | $14,266 | $14,698 | +$432 | +3.03% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 826 | $11,440 | $11,787 | +$347 | +3.03% | |
| Wpg Advisers, Llc | 0.00% | 416 | $5,762 | $5,936 | +$174 | +3.03% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 173 | $2,765 | $2,469 | -$296 | -10.72% | |
| Allworth Financial Lp | 0.00% | 150 | $2,361 | $2,141 | -$221 | -9.34% | |
| Cwm, Llc | 0.00% | 148 | $2,152 | $2,112 | -$40 | -1.86% | |
| Assetmark, Inc | 0.00% | 24 | $332 | $342 | +$10 | +3.16% | |
| Wedbush Securities Inc | 0.00% | 12,900 | $179 | $184,083 | +$183,904 | +102739.66% |
Frequently asked questions about RLTY
Who are the largest institutional holders of RLTY?
The largest institutional holders of RLTY reported in the latest SEC Form 13F filings include Morgan Stanley, Pathstone Holdings, Llc, Bank Of America Corp, Wolverine Asset Management Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported RLTY position.
What is RLTY institutional ownership?
This page tracks RLTY positions reported by institutional investment managers through SEC Form 13F. COHEN & STEERS RL EST OPPRT (RLTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RLTY?
InsiderSet currently tracks 48 institutional managers reporting RLTY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RLTY shareholders.
How much RLTY stock do institutions own?
Institutional investment managers disclosed approximately $52.52M in RLTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RLTY institutional ownership last updated?
The latest RLTY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RLTY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RLTY position after the reporting date.
Are institutions buying or selling RLTY?
Institutional buying and selling can be analyzed by comparing RLTY positions across consecutive 13F reporting periods. InsiderSet's RLTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RLTY ownership changes.
How has RLTY institutional ownership changed over time?
InsiderSet tracks RLTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.