RFI

Cohen & Steers Total Return Realty Fund

58 hedge funds and large institutions have $30.9M invested in Cohen & Steers Total Return Realty Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
18
Reduced
10
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$228K
PAS
27
Park Avenue Securities
New York
$221K +$221K +18,875 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$218K +$218K +20,264 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$211K +$27K +2,508 +15%
MMHP
30
Murphy Middleton Hinkle & Parker
Georgia
$144K
CB
31
Chemical Bank
Michigan
$140K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$138K
SS
33
Simplicity Solutions
Minnesota
$127K +$127K +11,817 New
MSAM
34
Moloney Securities Asset Management
Missouri
$124K +$124K +11,505 New
CAN
35
Cetera Advisor Networks
California
$123K -$150K -14,008 -55%
IFWM
36
Institute for Wealth Management
Colorado
$120K +$120K +11,137 New
MIC
37
Meridian Investment Counsel
California
$119K +$2K +185 +2%
CIA
38
Capital Investment Advisors
Georgia
$117K
OC
39
Oppenheimer & Co
New York
$111K +$111K +10,328 New
MWM
40
Mascoma Wealth Management
New Hampshire
$69K +$8.56K +800 +14%
AF
41
Advisornet Financial
Minnesota
$67K -$10.8K -1,000 -14%
MA
42
MCF Advisors
Kentucky
$56K
GWM
43
Geneos Wealth Management
Colorado
$50K
ClearBridge Investments
44
ClearBridge Investments
New York
$16K
BWM
45
Baystate Wealth Management
Massachusetts
$15K +$310 +26 +2%
HT
46
Heritage Trust
Oklahoma
$12K
FHB
47
First Hawaiian Bank
Hawaii
$11K
PCG
48
Private Capital Group
Connecticut
$10K
OFW
49
Omnia Family Wealth
Florida
$7K
BWA
50
Burt Wealth Advisors
Maryland
$6K