Cohen & Steers fund treasurer files Form 3

Cohen & Steers Real Estate Opportunities & Income Fund disclosed an initial ownership report for FRANK STEVEN, who serves as Treasurer.

Rhea-AI Filing Summary

Cohen & Steers Real Estate Opportunities & Income Fund disclosed an initial ownership report for FRANK STEVEN, who serves as Treasurer. This initial statement lists him as an officer subject to reporting requirements but shows no reported transactions or holdings of the fund’s securities at this time.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 3 for RLTY show about FRANK STEVEN?

The Form 3 identifies FRANK STEVEN as an officer (Treasurer) of Cohen & Steers Real Estate Opportunities & Income Fund, becoming a reporting person for his holdings in the fund’s securities.

Are any transactions reported for RLTY in FRANK STEVEN’s Form 3?

No transactions are reported. The Form 3 for RLTY shows no buy, sell, or derivative transactions for FRANK STEVEN; it functions purely as an initial ownership statement.

Does the RLTY Form 3 disclose any security holdings for FRANK STEVEN?

The Form 3 does not list any non-derivative or derivative holdings for FRANK STEVEN. It establishes him as a reporting officer without detailing current positions in the fund’s securities.

What is FRANK STEVEN’s role at Cohen & Steers Real Estate Opportunities & Income Fund (RLTY)?

FRANK STEVEN is reported as an officer of Cohen & Steers Real Estate Opportunities & Income Fund with the title Treasurer, making him subject to insider ownership and transaction reporting rules.

Does the RLTY Form 3 indicate FRANK STEVEN is a 10% owner?

No. The Form 3 specifies that FRANK STEVEN is not a 10% owner; he is identified only in his capacity as an officer, serving as Treasurer of the fund.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/10/2026 - 11:18 AM Accepted by SEC EDGAR 08/10/2026 - 11:17 AM Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

FRANK STEVEN

(Last) (First) (Middle)

1166 AVENUE OF THE AMERICAS

30TH FLOOR

(Street)

NEW YORK NEW YORK 10036

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
12/09/2025

3. Issuer Name and Ticker or Trading Symbol
Cohen & Steers Real Estate Opportunities & Income Fund [ RLTY ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Treasurer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

No securities are beneficially owned.

	Dana A. DeVivo, Attorney-in-Fact	08/10/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)