IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cohen & Steers RL EST Opprt (RLTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wolverine Asset Management LLC
DECREASED
Shares174,689 from 206,381
Change-31,692 (-15%)
Value$2.4M (-$829.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares141,142 from 117,838
Change+23,304 (+20%)
Value$2.0M (+$100.0K)
Filed 2026-11-02
LexAurum Advisors, LLC
INCREASED
Shares89,664 from 88,969
Change+695 (+1%)
Value$1.2M (-$158.5K)
Filed 2026-10-19
Beacon Capital Management, Inc.
UNCHANGED
Shares83,500 from 83,500
Change0 (0%)
Value$1.2M (-$157.8K)
Filed 2026-10-13
Closed-End Fund Advisors, Inc.
INCREASED
Shares67,955 from 66,771
Change+1,184 (+2%)
Value$941.2K (-$109.8K)
Filed 2026-11-04
City of London Investment Management Co LTD
INCREASED
Shares61,113 from 58,164
Change+2,949 (+5%)
Value$846.4K (-$69.1K)
Filed 2026-10-30
Independent Financial Group, LLC
DECREASED
Shares41,681 from 42,491
Change-810 (-2%)
Value$577.3K (-$91.5K)
Filed 2026-10-13
HUB Investment Partners, LLC
NEW
Shares34,819
Change+34,819
Value$482.2K
Filed 2026-11-03
Advisory Advocates, LLC
INCREASED
Shares28,770 from 25,220
Change+3,550 (+14%)
Value$398.5K (+$1.5K)
Filed 2026-11-05
Kornitzer Capital Management Inc
INCREASED
Shares28,500 from 15,100
Change+13,400 (+89%)
Value$394.7K (+$157.1K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares27,847 from 34,271
Change-6,424 (-19%)
Value$385.7K (-$153.7K)
Filed 2026-10-26
LPL Financial LLC
DECREASED
Shares25,384 from 48,299
Change-22,915 (-47%)
Value$351.6K (-$408.7K)
Filed 2026-11-06
Samalin Investment Counsel, LLC
INCREASED
Shares14,661 from 14,359
Change+302 (+2%)
Value$203.1K (-$23.0K)
Filed 2026-10-23
Wedbush Securities Inc
UNCHANGED
Shares12,900 from 12,900
Change0 (0%)
Value$179.0K (-$24.0K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares7,456 from 7,498
Change-42 (-1%)
Value$103.3K (-$14.7K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares6,451 from 6,451
Change0 (0%)
Value$89.3K (-$12.2K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares2,724
Change+2,724
Value$37.7K
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares2,338 from 2,338
Change0 (0%)
Value$32.4K (-$4.4K)
Filed 2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED
Shares2,231 from 2,231
Change0 (0%)
Value$30.9K (-$4.2K)
Filed 2026-10-09
Larson Financial Group LLC
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$26.7K (-$3.6K)
Filed 2026-11-05
United Community Bank
NEW
Shares1,320
Change+1,320
Value$18.3K
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
NEW
Shares1,030
Change+1,030
Value$14.3K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares826 from 1,009
Change-183 (-18%)
Value$11.4K (-$4.4K)
Filed 2026-10-27
WPG Advisers, LLC
DECREASED
Shares416 from 449
Change-33 (-7%)
Value$5.8K (-$1.3K)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$2.4K ($0)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$332 (-$46)
Filed 2026-10-21
Salem Investment Counselors Inc
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 1,045,431
Change-1,045,431 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 565,408
Change-565,408 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 455,798
Change-455,798 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 212,945
Change-212,945 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 177,888
Change-177,888 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 120,261
Change-120,261 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 117,889
Change-117,889 (-100%)
Value—
UBS Group AG
N/A
Shares— from 116,162
Change-116,162 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 65,550
Change-65,550 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 58,213
Change-58,213 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 56,173
Change-56,173 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 52,704
Change-52,704 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 39,297
Change-39,297 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 24,493
Change-24,493 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,913
Change-12,913 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,330
Change-11,330 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 11,290
Change-11,290 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 10,140
Change-10,140 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 173
Change-173 (-100%)
Value—
Status
Wolverine Asset Management LLC
DECREASED174,689206,381-31,692-15%$3.2M$2.4M-$829.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED141,142117,838+23,304+20%$1.9M$2.0M+$100.0K2026-11-02
LexAurum Advisors, LLC
INCREASED89,66488,969+695+1%$1.4M$1.2M-$158.5K2026-10-19
Beacon Capital Management, Inc.
UNCHANGED83,50083,50000%$1.3M$1.2M-$157.8K2026-10-13
Closed-End Fund Advisors, Inc.
INCREASED67,95566,771+1,184+2%$1.1M$941.2K-$109.8K2026-11-04
City of London Investment Management Co LTD
INCREASED61,11358,164+2,949+5%$915.5K$846.4K-$69.1K2026-10-30
Independent Financial Group, LLC
DECREASED41,68142,491-810-2%$668.8K$577.3K-$91.5K2026-10-13
HUB Investment Partners, LLC
NEW34,819—+34,819——$482.2K—2026-11-03
Advisory Advocates, LLC
INCREASED28,77025,220+3,550+14%$397.0K$398.5K+$1.5K2026-11-05
Kornitzer Capital Management Inc
INCREASED28,50015,100+13,400+89%$237.7K$394.7K+$157.1K2026-11-03
Oppenheimer & Co Inc
DECREASED27,84734,271-6,424-19%$539.4K$385.7K-$153.7K2026-10-26
LPL Financial LLC
DECREASED25,38448,299-22,915-47%$760.2K$351.6K-$408.7K2026-11-06
Samalin Investment Counsel, LLC
INCREASED14,66114,359+302+2%$226.0K$203.1K-$23.0K2026-10-23
Wedbush Securities Inc
UNCHANGED12,90012,90000%$203.0K$179.0K-$24.0K2026-10-22
Fifth Third Bancorp
DECREASED7,4567,498-42-1%$118.0K$103.3K-$14.7K2026-11-05
US Bancorp \de\
UNCHANGED6,4516,45100%$101.5K$89.3K-$12.2K2026-11-05
Root Financial Partners, LLC
NEW2,724—+2,724——$37.7K—2026-10-21
Archer Investment Corp
UNCHANGED2,3382,33800%$36.8K$32.4K-$4.4K2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED2,2312,23100%$35.1K$30.9K-$4.2K2026-10-09
Larson Financial Group LLC
UNCHANGED1,9301,93000%$30.4K$26.7K-$3.6K2026-11-05
United Community Bank
NEW1,320—+1,320——$18.3K—2026-10-28
Cassaday & Co Wealth Management LLC
NEW1,030—+1,030——$14.3K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED8261,009-183-18%$15.9K$11.4K-$4.4K2026-10-27
WPG Advisers, LLC
DECREASED416449-33-7%$7.1K$5.8K-$1.3K2026-10-27
Allworth Financial LP
UNCHANGED15015000%$2.4K$2.4K$02026-11-06
Assetmark, Inc
UNCHANGED242400%$378$332-$462026-10-21
Salem Investment Counselors Inc
CLOSED0600-600-100%$9.4K$0-$9.4K2026-10-13
Morgan Stanley
N/A—1,045,431-1,045,431-100%$16.5M———
Pathstone Holdings, LLC
N/A—565,408-565,408-100%$8.9M———
Advisors Asset Management, Inc.
N/A—455,798-455,798-100%$7.2M———
Bank of America Corp
N/A—212,945-212,945-100%$3.4M———
Royal Bank of Canada
N/A—177,888-177,888-100%$2.8M———
Raymond James Financial Inc
N/A—120,261-120,261-100%$1.9M———
Wells Fargo & Company
N/A—117,889-117,889-100%$1.9M———
UBS Group AG
N/A—116,162-116,162-100%$1.8M———
World Investment Advisors
N/A—65,550-65,550-100%$953.1K———
Invesco Ltd.
N/A—58,213-58,213-100%$916.3K———
First Foundation Advisors
N/A—56,173-56,173-100%$884.2K———
BFC Planning, Inc.
N/A—52,704-52,704-100%$829.6K———
Osaic Holdings, Inc.
N/A—39,297-39,297-100%$618.5K———
Allium Financial Advisors, LLC
N/A—24,493-24,493-100%$385.5K———
XTX Topco Ltd
N/A—12,913-12,913-100%$203.3K———
Cetera Investment Advisers
N/A—11,330-11,330-100%$178.3K———
Adapt Wealth Advisors, LLC
N/A—11,290-11,290-100%$177.7K———
CreativeOne Wealth, LLC
N/A—11,200-11,200-100%$176.3K———
Stifel Financial Corp
N/A—10,600-10,600-100%$166.8K———
Pasadena Private Wealth, LLC
N/A—10,140-10,140-100%$159.6K———
Northwestern Mutual Wealth Management Co
N/A—7,943-7,943-100%$125.0K———
Arax Advisory Partners
N/A—3,532-3,532-100%$55.6K———
Global Retirement Partners, LLC
N/A—2,897-2,897-100%$45.6K———
Rockefeller Capital Management L.P.
N/A—2,484-2,484-100%$39.1K———
Smartleaf Asset Management LLC
N/A—1,066-1,066-100%$16.9K———
Whittier Trust Co of Nevada Inc
N/A—173-173-100%$2.8K———
Showing 53 of 53 institutions