RFI

Cohen & Steers Total Return Realty Fund
RFI

Overview Fund Activity

65 hedge funds and large institutions have $59.3M invested in Cohen & Steers Total Return Realty Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
18
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$623K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$587K
3
UBS Group
UBS Group
Switzerland
+$500K
4
CTC
Central Trust Company
Missouri
+$478K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$367K

Top Sellers

1
Invesco
Invesco
Georgia
-$530K
2
AAM
Advisors Asset Management
Colorado
-$431K
3
SIC
Samalin Investment Counsel
New York
-$178K
4
MMA
Miracle Mile Advisors
California
-$92.8K
5
Osaic Holdings
Osaic Holdings
Arizona
-$73.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
1W
26
1776 Wealth
Georgia
$263K -$34.3K -2,586 -12%
GC
27
Guggenheim Capital
Illinois
$260K +$260K +19,604 New
MML Investors Services
28
MML Investors Services
Massachusetts
$250K +$5.23K +394 +2%
MMA
29
Miracle Mile Advisors
California
$232K -$92.8K -7,000 -29%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$222K +$6.63K +500 +3%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$220K +$38.4K +2,900 +21%
SWM
32
SeaCrest Wealth Management
New York
$204K +$204K +15,355 New
RIA
33
Realta Investment Advisors
Delaware
$202K – – –
KA
34
Kovack Advisors
Florida
$192K – – –
SPC
35
Sigma Planning Corp
Michigan
$176K +$176K +13,286 New
TNB
36
TCF National Bank
South Dakota
$173K – – –
Stifel Financial
37
Stifel Financial
Missouri
$170K +$170K +12,866 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$168K – – –
SRC
39
Shufro Rose & Co
New York
$166K +$166K +12,500 New
MIC
40
Meridian Investment Counsel
California
$165K +$3.1K +234 +2%
MMHP
41
Murphy Middleton Hinkle & Parker
Georgia
$164K – – –
HighTower Advisors
42
HighTower Advisors
Illinois
$161K -$2.13K -161 -1%
BC
43
Burney Company
Virginia
$154K +$154K +11,615 New
IFWM
44
Institute for Wealth Management
Colorado
$142K – – –
JMF
45
Johnson Midwest Financial
Iowa
$105K +$105K +7,893 New
AFG
46
Albion Financial Group
Utah
$105K +$105K +7,933 New
SIAG
47
Safeguard Investment Advisory Group
California
$71K +$71K +5,364 New
ASN
48
Advisory Services Network
Georgia
$59K +$30.4K +2,276 +106%
SPIA
49
Steward Partners Investment Advisory
New York
$43K +$240 +18 +0.6%
APA
50
American Portfolios Advisors
New York
$24K +$24K +1,810 New
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2
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