RFI

Cohen & Steers Total Return Realty Fund

77 hedge funds and large institutions have $55.9M invested in Cohen & Steers Total Return Realty Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.3M
Osaic Holdings
2
Osaic Holdings
Arizona
$4.69M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.46M
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.44M
LPL Financial
5
LPL Financial
California
$3.33M
Wells Fargo
6
Wells Fargo
California
$3.04M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.1M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.57M
Ameriprise
9
Ameriprise
Minnesota
$1.28M
WIA
10
World Investment Advisors
California
$1.23M
EAM
11
Everstar Asset Management
North Carolina
$979K
SIC
12
Samalin Investment Counsel
New York
$944K
Raymond James Financial
13
Raymond James Financial
Florida
$929K
AFS
14
Access Financial Services
Minnesota
$918K
SWA
15
Stratos Wealth Advisors
Ohio
$909K
WCM
16
WealthBridge Capital Management
Ohio
$804K
Bank of America
17
Bank of America
North Carolina
$652K
SRC
18
Shufro Rose & Co
New York
$605K
MSWA
19
Marshall & Sterling Wealth Advisors
New York
$556K
PCA
20
Pallas Capital Advisors
Massachusetts
$513K
CPRC
21
Consolidated Portfolio Review Corp
New York
$437K
SCM
22
Schnieders Capital Management
California
$431K
Stifel Financial
23
Stifel Financial
Missouri
$395K
PAG
24
Private Advisor Group
New Jersey
$393K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$387K