DaveManuel.com · Institutional Ownership · Who Owns It
COHEN & STEERS REAL ESTATE O (RLTY)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
49
Reporting holders
$63.4M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +4.6%+$82.4K |
| 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 |
| BFC Planning, Inc. | $829.6K | 52,704 | 0.03% | 3q | -9.1%-$82.6K |
| 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 |
| WEDBUSH SECURITIES INC | $203.0K | 12,900 | 0.01% | 12q | HELD |
| 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $3.9M | 278,824 | 3 | 2 | 4 | 0.0% |
| Q2 2026 | 49 | $63.4M | 4,033,061 | 5 | 21 | 9 | 0.0% |
| Q1 2026 | 51 | $57.6M | 3,959,803 | 10 | 19 | 13 | 0.0% |
| Q4 2025 | 47 | $54.9M | 3,735,701 | 12 | 14 | 10 | 0.0% |
| Q3 2025 | 39 | $53.2M | 3,482,827 | 7 | 11 | 14 | 0.0% |
| Q2 2025 | 38 | $60.2M | 3,918,019 | 5 | 13 | 14 | 0.0% |
| Q1 2025 | 41 | $57.5M | 3,743,341 | 8 | 17 | 10 | 0.0% |
| Q4 2024 | 36 | $55.5M | 3,754,574 | 5 | 15 | 8 | 0.0% |
| Q3 2024 | 36 | $59.2M | 3,461,805 | 9 | 13 | 7 | 0.0% |
| Q2 2024 | 31 | $56.9M | 3,999,230 | 6 | 9 | 10 | 0.0% |
| Q1 2024 | 27 | $116.1M | 7,879,820 | 4 | 12 | 8 | 0.0% |
| Q4 2023 | 35 | $93.5M | 6,646,125 | 9 | 17 | 3 | 0.0% |
| Q3 2023 | 30 | $55.5M | 4,256,450 | 4 | 8 | 12 | 0.0% |
| Q2 2023 | 30 | $54.0M | 3,916,460 | 8 | 9 | 8 | 0.0% |
| Q1 2023 | 23 | $46.7M | 3,483,111 | 3 | 8 | 8 | 0.0% |
| Q4 2022 | 25 | $46.8M | 3,472,177 | 8 | 8 | 7 | 0.0% |
| Q3 2022 | 19 | $32.0M | 2,395,048 | 11 | 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% |