RFI

Cohen & Steers Total Return Realty Fund
RFI

Overview Fund Activity

76 hedge funds and large institutions have $55.6M invested in Cohen & Steers Total Return Realty Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 1 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
21
Reduced
21
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
Westbourne Investment Advisors
Maryland
$328K
2
NFSG
2
Newbridge Financial Services Group
Florida
$108K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.57M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.1M
5
EC
5
Elequin Capital
New York
$76.6K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.3M
2
WIA
2
World Investment Advisors
California
$1.23M
3
CA
3
Cornerstone Advisors
North Carolina
$190K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.69M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.3M 1,267,882 -62,750 -5%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.69M 405,094 -23,622 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.46M 369,601 +1,545 +0.4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.44M 285,457 -21,423 -7%
LPL Financial
5
LPL Financial
California
$3.33M 276,394 +4,113 +2%
Wells Fargo
6
Wells Fargo
California
$3.04M 252,472 -9,112 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.1M 173,675 +6,527 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.57M 130,224 +7,274 +6%
Ameriprise
9
Ameriprise
Minnesota
$1.28M 105,911 -5,922 -5%
WIA
10
World Investment Advisors
California
$1.23M 102,125 -31,375 -24%
EAM
11
Everstar Asset Management
North Carolina
$979K 81,190 -58 -0.1%
SIC
12
Samalin Investment Counsel
New York
$944K 78,241 +1,068 +1%
Raymond James Financial
13
Raymond James Financial
Florida
$929K 77,057 -5,234 -6%
AFS
14
Access Financial Services
Minnesota
$918K 76,117 – –
SWA
15
Stratos Wealth Advisors
Ohio
$909K 75,355 -2,081 -3%
WCM
16
WealthBridge Capital Management
Ohio
$804K 66,683 -2,603 -4%
Bank of America
17
Bank of America
North Carolina
$652K 54,093 +2,899 +6%
SRC
18
Shufro Rose & Co
New York
$605K 50,000 – –
MSWA
19
Marshall & Sterling Wealth Advisors
New York
$556K 46,148 -2,956 -6%
PCA
20
Pallas Capital Advisors
Massachusetts
$513K 42,499 – –
CPRC
21
Consolidated Portfolio Review Corp
New York
$437K 36,275 +1,337 +4%
SCM
22
Schnieders Capital Management
California
$431K 35,735 -125 -0.3%
Stifel Financial
23
Stifel Financial
Missouri
$395K 32,768 +120 +0.4%
PAG
24
Private Advisor Group
New Jersey
$393K 32,574 +2,163 +7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$387K 32,125 -14 -0%
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