COHEN & STEERS REAL ESTATE O
CUSIP 19249Q103
Cohen & Steers Real Estate O has 48 institutional holders in Filings Flow’s 13F database, together reporting 4.07M shares worth $59M as of Q1 2026. The largest reported holders are Morgan Stanley, Pathstone Holdings, LLC, and Advisors Asset Management, Inc..
Institutional Holders
48
Q1 2026
Reported Value
$59M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Consolidated Portfolio Review Corp$1.1B AUM | 0.33% | $3M | 172.1K | Q3 2025OLDER |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 0.28% | $349,752 | 24.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.17% | $1M | 88.8K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.16% | $324,969 | 22.4K | Q2 2026 |
| Logan Stone Capital, LLC$360M AUM | 0.13% | $524,628 | 35.7K | Q4 2025OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.11% | $187,857 | 12.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.11% | $7M | 457.4K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.07% | $204,642 | 14.1K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.07% | $1M | 83.5K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.07% | $185,967 | 12.8K | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.04% | $521,041 | 35.8K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.03% | $163,685 | 11.1K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $8M | 523.4K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.03% | $32,439 | 2.2K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.02% | $2M | 164.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $953,097 | 65.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $668,808 | 42.5K | Q2 2026 |
| Archer Investment Corp$469M AUM | 0.01% | $33,995 | 2.3K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $547,736 | 37.7K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $158,893 | 10.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $370,458 | 25.5K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $6,543 | 450 | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.00% | $5,787 | 398 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $213,564 | 14.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 103.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $14,685 | 1.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $20M | 1.37M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $50,862 | 3.5K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $28,062 | 1.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $15,105 | 1.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 119.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $357,577 | 24.6K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $3,056 | 200 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 170.4K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.00% | $145,400 | 10.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 112.7K | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $152,286 | 10.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 227.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 90.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $199,198 | 13.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $649,326 | 44.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $155,744 | 10.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $40,686 | 2.8K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $830,278 | 57.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $93,798 | 6.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $23,843 | 1.6K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $4,087 | 278 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $443,349 | 29.0K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $35,399 | 2.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $99,279 | 6.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $518,410 | 35.3K | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $2,600 | 173 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,003 | 69 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $186,202 | 12.2K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $2,181 | 150 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2,152 | 148 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $349 | 24 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2,326 | 160 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.