RFI

Cohen & Steers Total Return Realty Fund

79 hedge funds and large institutions have $59.1M invested in Cohen & Steers Total Return Realty Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$421K
2 +$366K
3 +$221K
4
CRC
Curi RMB Capital
Illinois
+$166K
5
Jane Street
Jane Street
New York
+$147K

Top Sellers

1 -$2.49M
2 -$378K
3 -$217K
4
Morgan Stanley
Morgan Stanley
New York
-$208K
5
CA
Cornerstone Advisors
North Carolina
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
Osaic Holdings
2
Osaic Holdings
Arizona
$5.55M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.25M
SAM
4
Smith Asset Management
Florida
$4.07M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.59M
LPL Financial
6
LPL Financial
California
$3.57M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.07M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.66M
Ameriprise
9
Ameriprise
Minnesota
$1.32M
WIA
10
World Investment Advisors
California
$1.24M
Raymond James Financial
11
Raymond James Financial
Florida
$1M
EAM
12
Everstar Asset Management
North Carolina
$978K
SWA
13
Stratos Wealth Advisors
Ohio
$969K
SIC
14
Samalin Investment Counsel
New York
$965K
PAG
15
Private Advisor Group
New Jersey
$815K
WCM
16
WealthBridge Capital Management
Ohio
$811K
Bank of America
17
Bank of America
North Carolina
$766K
SRC
18
Shufro Rose & Co
New York
$605K
Wells Fargo
19
Wells Fargo
California
$567K
AFS
20
Access Financial Services
Minnesota
$543K
MSWA
21
Marshall & Sterling Wealth Advisors
New York
$529K
PCA
22
Pallas Capital Advisors
Massachusetts
$514K
CPRC
23
Consolidated Portfolio Review Corp
New York
$464K
SCM
24
Schnieders Capital Management
California
$425K
Invesco
25
Invesco
Georgia
$400K