RFI

Cohen & Steers Total Return Realty Fund
RFI

Overview Fund Activity

69 hedge funds and large institutions have $65.8M invested in Cohen & Steers Total Return Realty Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.48M
2
EWM
2
Executive Wealth Management
Michigan
$857K
3
Morgan Stanley
3
Morgan Stanley
New York
$16.5M
4
AWS
4
Atria Wealth Solutions
New York
$237K
5
Invesco
5
Invesco
Georgia
$690K

Top Sellers

1
CTC
1
Central Trust Company
Missouri
$2.49M
2
SIC
2
Samalin Investment Counsel
New York
$1.6M
3
HNB
3
Huntington National Bank
Ohio
$12
4
TCWM
4
Total Clarity Wealth Management
Illinois
$0
5
SPC
5
Sigma Planning Corp
Michigan
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Avior Wealth Management
Nebraska
$237K -$12.4K -1,011 -5%
HighTower Advisors
27
HighTower Advisors
Illinois
$214K – – –
BC
28
Burney Company
Virginia
$212K +$14.7K +1,205 +7%
DC
29
Davenport & Co
Virginia
$208K +$2.79K +228 +1%
Stifel Financial
30
Stifel Financial
Missouri
$202K -$5.48K -448 -3%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$199K – – –
RIA
32
Realta Investment Advisors
Delaware
$186K – – –
MIC
33
Meridian Investment Counsel
California
$170K +$918 +75 +0.5%
CAN
34
Cetera Advisor Networks
California
$160K -$6.21K -508 -4%
SRC
35
Shufro Rose & Co
New York
$155K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$155K – – –
MMHP
37
Murphy Middleton Hinkle & Parker
Georgia
$150K – – –
SA
38
Strategic Advisors
New York
$136K – – –
IA
39
IFP Advisors
Florida
$132K -$1.92K -156 -1%
MCC
40
Money Concepts Capital
Florida
$128K +$128K +10,477 New
Mariner
41
Mariner
Kansas
$125K – – –
CWP
42
Cyndeo Wealth Partners
Florida
$122K +$122K +10,000 New
JMF
43
Johnson Midwest Financial
Iowa
$97K – – –
NA
44
NewEdge Advisors
Louisiana
$89.6K +$89.6K +7,330 New
BC
45
Bartlett & Co
Ohio
$78K – – –
GRP
46
Global Retirement Partners
California
$75.1K – – –
BCWM
47
Bartlett & Co Wealth Management
Ohio
$74.7K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$71.9K -$330 -27 -0.5%
MWM
49
Mascoma Wealth Management
New Hampshire
$71.5K – – –
ACM
50
Antonetti Capital Management
Florida
$69.7K +$18.3K +1,500 +36%
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2
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