COHEN & STEERS RL EST OPPRT (RLTY) Top Institutional Shareholders
COHEN & STEERS RL EST OPPRT (RLTY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $56.01M in RLTY holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of RLTY tracked by InsiderSet, reporting ownership valued at approximately $16.71M in its March 31, 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 $17.70M, representing an estimated gain of +5.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed RLTY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Pathstone Holdings, Llc, Advisors Asset Management, Inc., 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
$56.01M
Largest Holder
Morgan Stanley
Largest Position
$16.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
54
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% | 1,149,252 | $16,710,151 | $17,698,481 | +$988,330 | +5.91% | |
| Pathstone Holdings, Llc | 0.03% | 523,424 | $7,610,586 | $8,060,730 | +$450,144 | +5.91% | |
| Advisors Asset Management, Inc. | 0.11% | 457,435 | $6,651,105 | $7,044,499 | +$393,394 | +5.91% | |
| Bank Of America Corp | 0.00% | 227,761 | $3,311,638 | $3,507,519 | +$195,881 | +5.91% | |
| Royal Bank Of Canada | 0.00% | 170,368 | $2,477,000 | $2,623,667 | +$146,667 | +5.92% | |
| Wolverine Asset Management Llc | 0.04% | 164,950 | $2,398,373 | $2,540,230 | +$141,857 | +5.91% | |
| Raymond James Financial Inc | 0.00% | 119,613 | $1,739,176 | $1,842,040 | +$102,864 | +5.91% | |
| Wells Fargo & Company/Mn | 0.00% | 112,657 | $1,638,028 | $1,734,918 | +$96,890 | +5.92% | |
| Commonwealth Equity Services, Llc | 0.00% | 103,633 | $1,506,830 | $1,595,948 | +$89,118 | +5.91% | |
| Ubs Group Ag | 0.00% | 90,870 | $1,321,250 | $1,399,398 | +$78,148 | +5.91% | |
| Lexaurum Advisors, Llc | 0.17% | 88,785 | $1,290,928 | $1,367,289 | +$76,361 | +5.92% | |
| Beacon Capital Management, Inc. | 0.07% | 83,500 | $1,214,090 | $1,285,900 | +$71,810 | +5.91% | |
| World Investment Advisors | 0.02% | 65,550 | $953,097 | $1,009,470 | +$56,373 | +5.91% | |
| Closed-End Fund Advisors, Inc. | 0.95% | 64,351 | $935,664 | $991,005 | +$55,341 | +5.91% | |
| Invesco Ltd. | 0.00% | 57,103 | $830,278 | $879,386 | +$49,108 | +5.91% | |
| Advisory Advocates, Llc | 0.33% | 44,435 | $649,558 | $684,299 | +$34,741 | +5.35% | |
| Lpl Financial Llc | 0.00% | 44,658 | $649,326 | $687,733 | +$38,407 | +5.91% | |
| Oppenheimer & Co Inc | 0.01% | 37,671 | $547,736 | $580,133 | +$32,397 | +5.91% | |
| City Of London Investment Management Co Ltd | 0.04% | 35,835 | $521,041 | $551,859 | +$30,818 | +5.91% | |
| Prospera Financial Services Inc | 0.01% | 25,476 | $370,458 | $392,330 | +$21,872 | +5.90% | |
| Osaic Holdings, Inc. | 0.00% | 24,592 | $357,577 | $378,717 | +$21,140 | +5.91% | |
| Allium Financial Advisors, Llc | 0.28% | 24,054 | $349,752 | $370,432 | +$20,680 | +5.91% | |
| Xtx Topco Ltd | 0.00% | 14,688 | $213,564 | $226,195 | +$12,631 | +5.91% | |
| Samalin Investment Counsel, Llc | 0.07% | 14,074 | $204,642 | $216,740 | +$12,098 | +5.91% | |
| Stifel Financial Corp | 0.00% | 13,700 | $199,198 | $210,980 | +$11,782 | +5.91% | |
| Catalina Capital Group, Llc | 0.12% | 12,920 | $187,857 | $198,968 | +$11,111 | +5.91% | |
| Adapt Wealth Advisors, Llc | 0.07% | 12,790 | $185,967 | $196,966 | +$10,999 | +5.91% | |
| First Foundation Advisors | 0.01% | 10,928 | $158,893 | $168,291 | +$9,398 | +5.91% | |
| Cetera Investment Advisers | 0.00% | 10,711 | $155,744 | $164,949 | +$9,205 | +5.91% | |
| Fifth Third Bancorp | 0.00% | 10,474 | $152,286 | $161,300 | +$9,014 | +5.92% | |
| Chevy Chase Trust Holdings, Llc | 0.00% | 10,000 | $145,400 | $154,000 | +$8,600 | +5.91% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 6,828 | $99,279 | $105,151 | +$5,872 | +5.91% | |
| Us Bancorp \De\ | 0.00% | 6,451 | $93,798 | $99,345 | +$5,547 | +5.91% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,434 | $35,399 | $37,484 | +$2,085 | +5.89% | |
| Archer Investment Corp | 0.01% | 2,338 | $33,995 | $36,005 | +$2,010 | +5.91% | |
| Gilpin Wealth Management, Llc | 0.03% | 2,231 | $32,439 | $34,357 | +$1,918 | +5.91% | |
| Larson Financial Group Llc | 0.00% | 1,930 | $28,062 | $29,722 | +$1,660 | +5.92% | |
| Smartleaf Asset Management Llc | 0.00% | 1,066 | $15,105 | $16,416 | +$1,311 | +8.68% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 1,010 | $14,685 | $15,554 | +$869 | +5.92% | |
| Wpg Advisers, Llc | 0.00% | 450 | $6,543 | $6,930 | +$387 | +5.91% | |
| Osbon Capital Management Llc | 0.00% | 398 | $5,787 | $6,129 | +$342 | +5.91% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 173 | $2,600 | $2,664 | +$64 | +2.47% | |
| Blackrock, Inc. | 0.00% | 160 | $2,326 | $2,464 | +$138 | +5.93% | |
| Allworth Financial Lp | 0.00% | 150 | $2,181 | $2,310 | +$129 | +5.91% | |
| Cwm, Llc | 0.00% | 148 | $2,152 | $2,279 | +$127 | +5.91% | |
| Root Financial Partners, Llc | 0.00% | 69 | $1,003 | $1,063 | +$60 | +5.94% | |
| Assetmark, Inc | 0.00% | 24 | $349 | $370 | +$21 | +5.90% | |
| Wedbush Securities Inc | 0.01% | 12,900 | $188 | $198,660 | +$198,472 | +105570.21% |
Frequently asked questions about RLTY
Who owns the most RLTY stock?
The largest holders of RLTY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COHEN & STEERS RL EST OPPRT (RLTY).
Is RLTY widely held by superinvestors?
Many widely followed stocks like RLTY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RLTY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.