RFI

Cohen & Steers Total Return Realty Fund

52 hedge funds and large institutions have $44.9M invested in Cohen & Steers Total Return Realty Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-8
Holders Change %
-13.33%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
YCM
26
Yakira Capital Management
Connecticut
$234K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$198K +$11.2K +819 +6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$183K -$15.6K -1,138 -8%
CB
29
Chemical Bank
Michigan
$178K
RJT
30
Raymond James Trust
Florida
$175K
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$163K -$23.2K -1,702 -12%
BC
32
Burney Company
Virginia
$158K
Invesco
33
Invesco
Georgia
$152K -$31.7K -2,313 -17%
KA
34
Klingman & Associates
New York
$150K
MIC
35
Meridian Investment Counsel
California
$146K +$1.55K +113 +1%
BAM
36
Brave Asset Management
New Jersey
$123K -$43.7K -3,200 -26%
CWM
37
Concert Wealth Management
California
$67K
Creative Planning
38
Creative Planning
Kansas
$67K
CFN
39
Cordasco Financial Network
Florida
$65K -$68.7K -5,045 -51%
MA
40
MCF Advisors
Kentucky
$57K +$1.97K +144 +4%
ClearBridge Investments
41
ClearBridge Investments
New York
$48K
MFS
42
MSI Financial Services
Massachusetts
$45K
NFG
43
Next Financial Group
Texas
$42K -$19.7K -1,456 -32%
AA
44
Apriem Advisors
California
$41K
FAM
45
Formidable Asset Management
Ohio
$40K
AWS
46
Aris Wealth Services
Pennsylvania
$37K +$37K +2,695 New
Deutsche Bank
47
Deutsche Bank
Germany
$18K
CIM
48
Contravisory Investment Management
Massachusetts
$13K
SSB
49
Sandy Spring Bank
Maryland
$8K
BWA
50
Burt Wealth Advisors
Maryland
$7K