COHEN & STEERS REAL ESTATE O (RLTY)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
48
Reporting holders
$62.4M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $16.5M | 1,045,431 | 0.00% | 18q | -9.0%-$1.6M |
| Pathstone Holdings, LLC | $8.9M | 565,408 | 0.03% | 11q | +8.0%+$660.8K |
| Advisors Asset Management, Inc. | $7.2M | 455,798 | 0.11% | 8q | HELD |
| BANK OF AMERICA CORP /DE/ | $3.4M | 212,945 | 0.00% | 18q | -6.5%-$233.2K |
| WOLVERINE ASSET MANAGEMENT LLC | $3.2M | 206,381 | 0.03% | 7q | +25.1%+$652.1K |
| ROYAL BANK OF CANADA | $2.8M | 177,888 | 0.00% | 17q | +4.4%+$118.4K |
| RAYMOND JAMES FINANCIAL INC | $1.9M | 120,261 | 0.00% | 7q | +0.5%+$10.2K |
| WELLS FARGO & COMPANY/MN | $1.9M | 117,889 | 0.00% | 18q | -47.7%-$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 117,838 | 0.00% | 13q | +13.7%+$223.6K |
| UBS Group AG | $1.8M | 116,162 | 0.00% | 18q | +27.8%+$398.1K |
| LexAurum Advisors, LLC | $1.4M | 88,969 | 0.16% | 14q | HELD |
| Beacon Capital Management, Inc. | $1.3M | 83,500 | 0.08% | 6q | HELD |
| Closed-End Fund Advisors, Inc. | $1.1M | 66,771 | 1.03% | 3q | +3.8%+$38.1K |
| World Investment Advisors | $953.1K | 65,550 | 0.02% | 3q | HELD |
| Invesco Ltd. | $916.3K | 58,213 | 0.00% | 3q | +1.9%+$17.5K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $915.5K | 58,164 | 0.06% | 2q | +62.3%+$351.5K |
| FIRST FOUNDATION ADVISORS | $884.2K | 56,173 | 0.03% | 2q | +414.0%+$712.2K |
| LPL Financial LLC | $760.2K | 48,299 | 0.00% | 15q | +8.2%+$57.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $668.8K | 42,491 | 0.01% | 2q | +17.4%+$99.2K |
| OSAIC HOLDINGS, INC. | $618.5K | 39,297 | 0.00% | 16q | +59.8%+$231.5K |
| OPPENHEIMER & CO INC | $539.4K | 34,271 | 0.01% | 13q | -9.0%-$53.5K |
| Advisory Advocates, LLC | $397.0K | 25,220 | 0.34% | 3q | +11.0%+$39.2K |
| ALLIUM FINANCIAL ADVISORS, LLC | $385.5K | 24,493 | 0.25% | 4q | +1.8%+$6.9K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $237.7K | 15,100 | 0.00% | new | NEW |
| Samalin Investment Counsel, LLC | $226.0K | 14,359 | 0.07% | 7q | +2.0%+$4.5K |
| XTX Topco Ltd | $203.3K | 12,913 | 0.00% | 3q | -12.1%-$27.9K |
| Cetera Investment Advisers | $178.3K | 11,330 | 0.00% | 8q | +5.8%+$9.7K |
| ADAPT WEALTH ADVISORS, LLC | $177.7K | 11,290 | 0.06% | 4q | -11.7%-$23.6K |
| CreativeOne Wealth, LLC | $176.3K | 11,200 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $166.8K | 10,600 | 0.00% | 11q | -22.6%-$48.8K |
| Pasadena Private Wealth, LLC | $159.6K | 10,140 | 0.02% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $125.0K | 7,943 | 0.00% | 2q | +16.3%+$17.6K |
| FIFTH THIRD BANCORP | $118.0K | 7,498 | 0.00% | 2q | -28.4%-$46.8K |
| US BANCORP \DE\ | $101.5K | 6,451 | 0.00% | 4q | HELD |
| Archer Investment Corp | $73.6K | 4,676 | 0.01% | 13q | +100.0%+$36.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $60.3K | 3,828 | 0.00% | new | NEW |
| Arax Advisory Partners | $55.6K | 3,532 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $45.6K | 2,897 | 0.00% | 2q | -16.3%-$8.9K |
| Rockefeller Capital Management L.P. | $39.1K | 2,484 | 0.00% | 4q | +2.1% |
| GILPIN WEALTH MANAGEMENT, LLC | $35.1K | 2,231 | 0.02% | 3q | HELD |
| Larson Financial Group LLC | $30.4K | 1,930 | 0.00% | 13q | HELD |
| Smartleaf Asset Management LLC | $16.9K | 1,066 | 0.00% | 3q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $15.9K | 1,009 | 0.00% | 3q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $9.4K | 600 | 0.00% | new | NEW |
| WPG Advisers, LLC | $7.1K | 449 | 0.00% | 7q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $2.8K | 173 | 0.00% | 2q | HELD |
| Allworth Financial LP | $2.4K | 150 | 0.00% | 3q | HELD |
| ASSETMARK, INC | $378 | 24 | 0.00% | 10q | HELD |
| WEDBUSH SECURITIES INC | $203 | 12,900 | 0.01% | 12q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 48 | $62.4M | 3,971,285 | 6 | 20 | 9 | 0.0% |
| Q1 2026 | 48 | $57.9M | 3,979,261 | 10 | 17 | 13 | 0.0% |
| Q4 2025 | 44 | $59.6M | 4,053,572 | 11 | 15 | 9 | 0.0% |
| Q3 2025 | 36 | $51.7M | 3,384,827 | 7 | 10 | 12 | 0.0% |
| Q2 2025 | 34 | $58.7M | 3,823,861 | 5 | 12 | 12 | 0.0% |
| Q1 2025 | 36 | $56.1M | 3,657,360 | 6 | 14 | 10 | 0.0% |
| Q4 2024 | 33 | $57.1M | 3,859,675 | 5 | 14 | 8 | 0.0% |
| Q3 2024 | 33 | $59.3M | 3,471,958 | 8 | 12 | 7 | 0.0% |
| Q2 2024 | 29 | $56.3M | 3,954,918 | 6 | 8 | 10 | 0.0% |
| Q1 2024 | 25 | $115.5M | 7,837,343 | 4 | 11 | 8 | 0.0% |
| Q4 2023 | 33 | $93.0M | 6,606,581 | 9 | 15 | 3 | 0.0% |
| Q3 2023 | 28 | $55.2M | 4,230,775 | 3 | 8 | 11 | 0.0% |
| Q2 2023 | 28 | $53.8M | 3,902,698 | 6 | 9 | 8 | 0.0% |
| Q1 2023 | 23 | $46.7M | 3,483,111 | 3 | 8 | 8 | 0.0% |
| Q4 2022 | 23 | $46.8M | 3,469,660 | 8 | 7 | 5 | 0.0% |
| Q3 2022 | 20 | $32.3M | 2,415,898 | 12 | 6 | 2 | 0.0% |
| Q2 2022 | 10 | $27.7M | 1,716,957 | 3 | 4 | 2 | 0.0% |
| Q1 2022 | 8 | $9.4M | 474,063 | 8 | 0 | 0 | 0.0% |