| Due Diligence for Asset Managers |
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| Cohen & Steers Real Estate Opportunities & Income Fund | |
|---|---|
| Ticker | RLTY |
| CIK # | 0001866874 |
| CUSIP | 19249Q103 |
| Sector | - |
| Address | 280 Park Avenue 10th Floor, New York, NY 10017 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001866874] | 3 | |
| [0001866874] | 4 | |
| [0001866874] | 5 | |
| [0001866874] | 8-K | |
| [0001866874] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Morgan Stanley | Cohen & Steers Real Estate Opportunities & Income Fund | [2023-02-09] | 5.6 |
| Morgan Stanley | Cohen & Steers Real Estate Opportunities & Income Fund | [2023-02-09] | 5.1 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Jhirad Yigal Dan
Common Stock
|
2025-12-31 | Grant | 163.92 | $0.00 | |
|
Clark Michael G
Common Stock
|
2025-12-31 | Grant | 59.14 | $0.00 | |
|
Maginnis Gerald J
Common Stock
|
2025-12-31 | Grant | 58.15 | $0.00 | |
|
Junkans Dean
Common Stock
|
2025-12-31 | Grant | 170.34 | $0.00 | |
|
Rogers-Windsor Ramona Lynn
Common Stock
|
2025-12-31 | Grant | 77.55 | $0.00 | |
|
Jhirad Yigal Dan
Common Stock
|
2024-12-31 | Grant | 114.06 | $0.00 | |
|
Rogers-Windsor Ramona Lynn
Common Stock
|
2024-12-31 | Grant | 69.79 | $0.00 | |
|
Maginnis Gerald J
Common Stock
|
2024-12-31 | Grant | 45.52 | $0.00 | |
|
Junkans Dean
Common Stock
|
2024-12-31 | Grant | 158.46 | $0.00 | |
|
Rogers-Windsor Ramona Lynn
Common Stock
|
2024-05-06 | Buy | 220 | $13.60 | 2,992 |
|
Jhirad Yigal Dan
Common Stock
|
2024-03-22 | Buy | 500 | $14.14 | 7,070 |
|
Rogers-Windsor Ramona Lynn
Common Stock
|
2023-12-31 | Grant | 50.88 | $0.00 | |
|
Maginnis Gerald J
Common Stock
|
2023-12-31 | Grant | 45.75 | $0.00 | |
|
Junkans Dean
Common Stock
|
2023-12-31 | Grant | 155.64 | $0.00 | |
|
Rogers-Windsor Ramona Lynn
Common Stock
|
2022-12-31 | Grant | 19.20 | $0.00 | |
|
Junkans Dean
Common Stock
|
2022-12-31 | Grant | 75.67 | $0.00 | |
|
Magpiong Jane F
Common Stock, par value $0.001 per share
|
2022-12-23 | Buy | 375 | $13.77 | 5,164 |
|
Yablon Jason
Common Stock
|
2022-10-21 | Buy | 2,868 | $12.27 | 35,190 |
|
Rogers-Windsor Ramona Lynn
Common Stock
|
2022-10-04 | Buy | 150 | $14.09 | 2,114 |
|
Rogers-Windsor Ramona Lynn
Common Stock
|
2022-06-30 | Buy | 100 | $15.85 | 1,585 |
| showing 20 of 25 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 50 | 3,901,854 |
| 2025-12-31 | 46 | 3,675,670 |
| 2025-09-30 | 39 | 3,461,009 |
| 2025-06-30 | 37 | 3,804,435 |
| 2025-03-31 | 41 | 3,738,747 |
| 2024-12-31 | 37 | 3,754,574 |
| 2024-09-30 | 37 | 3,461,805 |
| 2024-06-30 | 32 | 3,999,230 |
| 2024-03-31 | 28 | 7,879,820 |
| 2023-12-31 | 36 | 6,646,125 |
| 2023-09-30 | 31 | 4,256,450 |
| 2023-06-30 | 31 | 3,916,460 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Lexaurum Advisors LLC | [2026-06-30] | SOLE | 0 | 88,969 |
| Independent Financial Group LLC | [2026-06-30] | SOLE | 0 | 42,491 |
| Salem Investment Counselors Inc | [2026-06-30] | SOLE | 600 | 600 | Prev | Page 1 | Next |