RFI

Cohen & Steers Total Return Realty Fund

60 hedge funds and large institutions have $48.1M invested in Cohen & Steers Total Return Realty Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$313K
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$273K +$273K +20,669 New
YCM
28
Yakira Capital Management
Connecticut
$225K -$346K -26,261 -61%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$195K -$681K -51,561 -78%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$191K -$379K -28,739 -67%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$181K -$1.14K -86 -0.6%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$180K
Invesco
33
Invesco
Georgia
$177K -$22.9K -1,735 -11%
CWM
34
Concert Wealth Management
California
$175K +$175K +13,352 New
CB
35
Chemical Bank
Michigan
$172K
RJT
36
Raymond James Trust
Florida
$168K
BAM
37
Brave Asset Management
New Jersey
$161K
BC
38
Burney Company
Virginia
$152K
KA
39
Klingman & Associates
New York
$144K +$144K +10,930 New
FFA
40
First Foundation Advisors
California
$142K -$332K -25,134 -70%
MIC
41
Meridian Investment Counsel
California
$139K +$2.89K +219 +2%
CFN
42
Cordasco Financial Network
Florida
$130K -$37.9K -2,865 -23%
NPC
43
National Planning Corporation
California
$65.3K +$65.3K +4,876 New
Creative Planning
44
Creative Planning
Kansas
$65K
NFG
45
Next Financial Group
Texas
$60K +$15.7K +1,193 +35%
MA
46
MCF Advisors
Kentucky
$53K +$1.04K +79 +2%
ClearBridge Investments
47
ClearBridge Investments
New York
$46K
MFS
48
MSI Financial Services
Massachusetts
$43K
FAM
49
Formidable Asset Management
Ohio
$41K
AA
50
Apriem Advisors
California
$40K