RFI

Cohen & Steers Total Return Realty Fund
RFI

Overview Fund Activity

69 hedge funds and large institutions have $57.6M invested in Cohen & Steers Total Return Realty Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.58M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.1M
3
Osaic Holdings
Osaic Holdings
Arizona
+$254K
4
LFAS
Level Four Advisory Services
Texas
+$128K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$108K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.46M
2
EWM
Executive Wealth Management
Michigan
-$857K
3
AWS
Atria Wealth Solutions
New York
-$237K
4
IA
IFP Advisors
Florida
-$132K
5
MCC
Money Concepts Capital
Florida
-$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Burney Company
Virginia
$210K +$97 +8 +0%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$197K – – –
RIA
28
Realta Investment Advisors
Delaware
$184K – – –
MIC
29
Meridian Investment Counsel
California
$168K – – –
PAG
30
Private Advisor Group
New Jersey
$168K -$957 -79 -0.6%
AWM
31
Avior Wealth Management
Nebraska
$165K -$69.8K -5,761 -30%
CAN
32
Cetera Advisor Networks
California
$162K +$2.58K +213 +2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$161K +$108K +8,885 +200%
SRC
34
Shufro Rose & Co
New York
$154K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$154K – – –
MMHP
36
Murphy Middleton Hinkle & Parker
Georgia
$149K – – –
SA
37
Strategic Advisors
New York
$135K – – –
LFAS
38
Level Four Advisory Services
Texas
$128K +$128K +10,573 New
Mariner
39
Mariner
Kansas
$124K – – –
CWP
40
Cyndeo Wealth Partners
Florida
$121K – – –
NA
41
NewEdge Advisors
Louisiana
$117K +$31.3K +2,670 +36%
JMF
42
Johnson Midwest Financial
Iowa
$95.7K – – –
TCPG
43
Trivant Custom Portfolio Group
California
$83.3K +$83.3K +6,871 New
BCWM
44
Bartlett & Co Wealth Management
Ohio
$72.4K – – –
BC
45
Bartlett & Co
Ohio
$72K – – –
GRP
46
Global Retirement Partners
California
$71K – – –
MWM
47
Mascoma Wealth Management
New Hampshire
$69.6K – – –
AF
48
Allworth Financial
California
$61.8K +$11.7K +964 +23%
AFG
49
Albion Financial Group
Utah
$57.5K +$2.15K +177 +4%
ACM
50
Antonetti Capital Management
Florida
$50.9K -$18.2K -1,500 -26%
1
2
3