54 institutions reported holding $56.4M of COHEN & STEERS REAL ESTATE O (RLTY) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($16.7M), Pathstone Holdings, LLC ($7.6M), Advisors Asset Management, Inc. ($6.7M), BANK OF AMERICA CORP /DE/ ($3.3M), Royal Bank of Canada ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $16.7M | 1.1M | Trimmed |
| 2 | Pathstone Holdings, LLC | $7.6M | 523,424 | Added |
| 3 | Advisors Asset Management, Inc. | $6.7M | 457,435 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $3.3M | 227,761 | Trimmed |
| 5 | Royal Bank of Canada | $2.5M | 170,368 | Added |
| 6 | WOLVERINE ASSET MANAGEMENT LLC | $2.4M | 164,950 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.7M | 119,613 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $1.6M | 112,657 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 103,633 | Added |
| 10 | UBS Group AG | $1.3M | 90,870 | Added |
| 11 | LexAurum Advisors, LLC | $1.3M | 88,785 | Trimmed |
| 12 | Beacon Capital Management, Inc. | $1.2M | 83,500 | Hold |
| 13 | World Investment Advisors | $953,097 | 65,550 | Added |
| 14 | Closed-End Fund Advisors, Inc. | $935,664 | 64,351 | Added |
| 15 | Invesco Ltd. | $830,278 | 57,103 | Added |
| 16 | LPL Financial LLC | $649,326 | 44,658 | Added |
| 17 | OPPENHEIMER & CO INC | $547,736 | 37,671 | Added |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $526,217 | 36,191 | New |
| 19 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $521,041 | 35,835 | New |
| 20 | Prospera Financial Services Inc | $370,458 | 25,476 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $357,577 | 24,592 | Added |
| 22 | ALLIUM FINANCIAL ADVISORS, LLC | $349,752 | 24,054 | Added |
| 23 | Advisory Advocates, LLC | $330,494 | 22,730 | Added |
| 24 | XTX Topco Ltd | $213,564 | 14,688 | Added |
| 25 | Samalin Investment Counsel, LLC | $204,642 | 14,074 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31