COHEN & STEERS CLOSED-END OP (XFOFX) Top Institutional Shareholders

COHEN & STEERS CLOSED-END OP (XFOFX) 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 $66.30M in XFOFX holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of XFOFX tracked by InsiderSet, reporting ownership valued at approximately $18.31M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed XFOFX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in COHEN & STEERS CLOSED-END OP (XFOFX).

This page ranks the largest institutional XFOFX 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

56

Total Reported Value

$66.30M

Largest Holder

Morgan Stanley

Largest Position

$18.31M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

64

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%1,426,828$18,306,211
Lpl Financial Llc0.00%632,871$8,119,737
Bank Of America Corp0.00%551,868$7,080,471
Raymond James Financial Inc0.00%359,854$4,616,925
Wells Fargo & Company/Mn0.00%317,567$4,074,393
Ubs Group Ag0.00%251,425$3,225,783
Royal Bank Of Canada0.00%233,633$2,998,000
Osaic Holdings, Inc.0.00%230,483$2,957,091
Commonwealth Equity Services, Llc0.00%208,084$2,669,710
Mariner, Llc0.00%166,302$2,133,655
Private Advisor Group, Llc0.00%70,085$899,192
Hightower Advisors, Llc0.00%66,289$850,487
Cetera Investment Advisers0.00%53,158$682,020
Clearstead Advisors, Llc0.01%52,818$677,650
Nwf Advisory Services Inc.0.07%50,581$648,960
Financial Alternatives, Inc0.30%43,796$561,903
Strategic Wealth Partners, Ltd.0.02%42,294$550,456
Northwestern Mutual Wealth Management Co0.00%35,636$457,210
Kestra Advisory Services, Llc0.00%33,876$434,629
Fifth Third Bancorp0.00%33,200$425,956
Stifel Financial Corp0.00%30,143$386,717
Saxony Capital Management, Llc0.19%26,002$333,608
Kapstone Financial Advisors Llc0.15%23,690$303,943
Level Four Advisory Services, Llc0.01%22,026$282,602
Ameriprise Financial Inc0.00%19,935$255,766
Susquehanna International Group, Llp0.00%19,394$248,825
Shaker Financial Services, Llc0.07%16,217$208,065
Benjamin Edwards Inc0.00%15,242$195,550
Smith, Moore & Co.0.01%15,188$194,864
Principal Securities, Inc.0.00%13,550$173,841
Dakota Wealth Management0.00%13,123$168,369
Silverlake Wealth Management Llc0.03%11,537$148,013
Merit Financial Group, Llc0.00%11,149$143,047
Jane Street Group, Llc0.00%10,761$138,064
Mml Investors Services, Llc0.00%10,737$137,762
Sargent Investment Group, Llc0.02%10,085$129,391
Bay Capital Advisors, Llc0.08%10,000$128,300
Farther Finance Advisors, Llc0.00%6,430$84,229
Corecap Advisors, Llc0.00%5,573$71,502
Wolverine Asset Management Llc0.00%4,331$55,567
Sound Income Strategies, Llc0.00%2,596$34,008
Creative Financial Designs Inc0.00%1,297$16,643
Harbor Investment Advisory, Llc0.00%1,250$16,038
Daytona Street Capital Llc0.01%1,000$13,055
Mai Capital Management0.00%1,000$12,830
Beacon Investment Advisory Services, Inc.0.00%950$12,189
Rockefeller Capital Management L.P.0.00%825$10,585
Advisory Services Network, Llc0.00%600$7,700
Costello Asset Management, Inc0.00%600$7,698
Harbour Investments, Inc.0.00%471$6,043

Frequently asked questions about XFOFX

  • Who owns the most XFOFX stock?

    The largest holders of XFOFX 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 CLOSED-END OP (XFOFX).

  • Is XFOFX widely held by superinvestors?

    Many widely followed stocks like XFOFX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XFOFX 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.