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RFI

Cohen & Steers Total Return Realty Fund
RFI

81 hedge funds and large institutions have $59.7M invested in Cohen & Steers Total Return Realty Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.19% more ownership

Funds ownership: 19.06% → 20.24% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $61.5M → $59.7M (-$1.81M)

1% less funds holding

Funds holding: 82 → 81 (-1)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
24
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$3.24M
2
RAM
Readystate Asset Management
Illinois
+$1.75M
3
WAM
Wolverine Asset Management
Illinois
+$1.03M
4
PP
Patten & Patten
Tennessee
+$506K
5
IFG
Independent Financial Group
California
+$379K

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$1.24M
2
SWA
Stratos Wealth Advisors
Ohio
-$565K
3
CPRC
Consolidated Portfolio Review Corp
New York
-$464K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$404K
5
Morgan Stanley
Morgan Stanley
New York
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Schnieders Capital Management
California
$388K – – –
NAS
27
NWF Advisory Services
California
$359K +$2.85K +250 +0.8%
WAM
28
Weinberger Asset Management
California
$346K – – –
SWA
29
Stratos Wealth Advisors
Ohio
$338K -$565K -49,451 -62%
KAS
30
Kestra Advisory Services
Texas
$332K -$2.46K -215 -0.7%
Invesco
31
Invesco
Georgia
$324K -$42.8K -3,750 -11%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$324K -$14.7K -1,290 -4%
Comerica Bank
33
Comerica Bank
Texas
$307K +$11.9K +1,043 +4%
LCM
34
Landscape Capital Management
New Jersey
$294K +$304K +26,644 New
WIA
35
Westbourne Investment Advisors
Maryland
$290K -$11.4K -1,000 -4%
DC
36
Davenport & Co
Virginia
$234K +$3.72K +326 +2%
SWP
37
Stratos Wealth Partners
Ohio
$224K +$232K +20,300 New
FA
38
Freestate Advisors
Kansas
$218K – – –
RCM
39
RB Capital Management
Nevada
$209K -$54.9K -4,808 -20%
TA
40
TFB Advisors
Kansas
$201K – – –
NA
41
NewEdge Advisors
Louisiana
$185K +$1.28K +112 +0.7%
Jane Street
42
Jane Street
New York
$170K +$37.1K +3,251 +27%
CAM
43
Cresset Asset Management
Illinois
$169K +$23.7K +2,077 +16%
RIA
44
Realta Investment Advisors
Delaware
$168K – – –
UBS Group
45
UBS Group
Switzerland
$155K +$15.6K +1,367 +11%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$153K +$16.1K +1,412 +11%
CRC
47
Curi RMB Capital
Illinois
$151K – – –
MFG
48
Merit Financial Group
Georgia
$129K +$133K +11,688 New
VF
49
Virtu Financial
New York
$128K +$132K +11,594 New
MWM
50
Modern Wealth Management
Kansas
$127K – – –
1
2
3 4

RFI Hedge Fund Activity: Q4 2025 in Review

81 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q4 2025, worth a combined $59.7M — down 2.9% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RFI positions and 9 closed out — a net gain of 1 holder — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.24M. The largest seller was World Investment Advisors, exiting entirely with an estimated $1.24M sold.

  • 81 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q4 2025, down from 82 in Q3 2025.
  • Funds reported $59.7M of Cohen & Steers Total Return Realty Fund stock for Q4 2025, down 2.9% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers Total Return Realty Fund positions in Q4 2025 and 9 closed out, a net change of +1 holder.
  • The largest Cohen & Steers Total Return Realty Fund buyer in Q4 2025 was Osaic Holdings, an estimated $3.24M added.
  • The largest Cohen & Steers Total Return Realty Fund seller in Q4 2025 was World Investment Advisors, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2025.