Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cohen & Steers Real Estate O (RLTY)

49 + Investors. Track Smart Money conviction in RLTY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — RLTY

Based on 49 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RLTY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
49 hedge funds hold RLTY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

28 buying18 selling
Last quarter: 28 funds were net buyers (7 opened a brand new position + 21 added to an existing one). Only 18 were sellers (10 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 13 → 12 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 43% new

■ 37% conviction (2yr+) ■ 20% medium ■ 43% new
Of the 49 current holders: 18 (37%) held >2 years, 10 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~7 new funds/quarter

5 → 7 → 13 → 12 → 7 new funds/Q
New funds entering each quarter: 7 → 13 → 12 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 47% new entrants

■ 39% veterans ■ 14% 1-2yr ■ 47% new
Of 49 current holders: 19 (39%) held 2+ years, 7 held 1–2 years, 23 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
9 of 49 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in RLTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RLTY

In 2026 Q2, 28 hedge funds were net buyers of RLTY (7 opened a new position, 21 added to an existing one), while 18 reduced or exited (10 trimmed, 8 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 45% of total institutional value in RLTY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 49.

Hedge Fund Ownership: RLTY

How many hedge funds hold RLTY — quarterly history vs. share price
Quarterly hedge fund ownership of RLTY vs. share price

Market Analysis: RLTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RLTY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: RLTY
49 + Investors

Track Smart Money conviction in RLTY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 49 50 -2.0%
13F Shares 4M 4M 2.08%
Total Value $62M $57M 10.36%
New Positions 7 12 -5
Increased Positions 21 18 +3
Closed Positions 8 6 +2
Reduced Positions 10 12 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RLTY

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Institutional Holders (2026 Q2)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RLTY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RLTY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Closed-End Fund Advisors, Inc. 1.03% 66,771 $1.1M
2 Advisory Advocates, LLC 0.34% 25,220 $397K
3 Allium Financial Advisors, LLC 0.25% 24,493 $386K
4 LexAurum Advisors, LLC 0.16% 88,969 $1.4M
5 Advisors Asset Management, Inc. 0.11% 455,798 $7.2M
6 Beacon Capital Management, Inc. 0.08% 83,500 $1.3M
7 Samalin Investment Counsel, LLC 0.07% 14,359 $226K
8 Adapt Wealth Advisors, LLC 0.06% 11,290 $178K
9 City of London Investment Management Co Ltd 0.06% 58,164 $916K
10 First Foundation Advisors 0.03% 56,173 $884K
11 Wolverine Asset Management LLC 0.03% 206,381 $3.2M
12 Pathstone Holdings, LLC 0.03% 565,408 $8.9M
13 Gilpin Wealth Management, LLC 0.02% 2,231 $35K
14 Pasadena Private Wealth, LLC 0.02% 10,140 $160K
15 World Investment Advisors 0.02% 65,550 $953K
16 Independent Financial Group, LLC 0.01% 42,491 $669K
17 Archer Investment Corp 0.01% 2,338 $37K
18 Oppenheimer & Co Inc 0.01% 34,271 $539K
19 Kornitzer Capital Management Inc /Ks 0.00% 15,100 $238K
20 WPG Advisers, LLC 0.00% 449 $7K
21 CreativeOne Wealth, LLC 0.00% 11,200 $176K
22 XTX Topco Ltd 0.00% 12,913 $203K
23 Commonwealth Equity Services, LLC 0.00% 117,838 $1.9M
24 Pinnacle Wealth Planning Services, Inc. 0.00% 1,009 $16K
25 Morgan Stanley 0.00% 1,045,431 $16.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cohen & Steers Real Estate O (RLTY)

What does the Smart Money Trend signal show for RLTY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RLTY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RLTY?

More buyers than sellers — 61% buying: Last quarter: 28 funds were net buyers (7 opened a brand new position + 21 added to an existing one). Only 18 were sellers (10 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RLTY holders?

Elite ownership — 45% AUM from top-100 funds: 9 of 49 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in RLTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RLTY?

Mixed — 37% long-term, 43% new: Of the 49 current holders: 18 (37%) held >2 years, 10 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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