We are live on ! Find out more
RFI

Cohen & Steers Total Return Realty Fund

79 hedge funds and large institutions have $55.8M invested in Cohen & Steers Total Return Realty Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.49% less ownership

Funds ownership: 20.24%18.76% (-1.5%)

2% less funds holding

Funds holding: 8179 (-2)

7% less capital invested

Capital invested by funds: $59.7M → $55.8M (-$3.95M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
26
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
26
Access Financial Services
Minnesota
$333K -$115K -10,077 -25%
KAS
27
Kestra Advisory Services
Texas
$327K -$8.28K -728 -2%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$310K +$316K +27,811 New
WIA
29
Westbourne Investment Advisors
Maryland
$309K +$17.1K +1,500 +6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$302K -$24.9K -2,185 -7%
WAM
31
Wolverine Asset Management
Illinois
$291K -$733K -64,419 -71%
WCM
32
WealthBridge Capital Management
Ohio
$288K -$481K -42,292 -62%
RAM
33
Readystate Asset Management
Illinois
$260K -$1.48M -129,900 -85%
DC
34
Davenport & Co
Virginia
$239K +$3.79K +333 +2%
SWP
35
Stratos Wealth Partners
Ohio
$238K +$11.8K +1,040 +5%
FA
36
Freestate Advisors
Kansas
$225K +$4.79K +421 +2%
TA
37
TFB Advisors
Kansas
$202K
RCM
38
RB Capital Management
Nevada
$198K -$13.2K -1,156 -6%
CAM
39
Cresset Asset Management
Illinois
$196K +$26K +2,286 +15%
NA
40
NewEdge Advisors
Louisiana
$190K +$3.55K +312 +2%
RIA
41
Realta Investment Advisors
Delaware
$170K
VF
42
Virtu Financial
New York
$162K +$33.4K +2,937 +25%
MFG
43
Merit Financial Group
Georgia
$159K +$29.7K +2,608 +22%
CRC
44
Curi RMB Capital
Illinois
$152K
UBS Group
45
UBS Group
Switzerland
$133K -$23.7K -2,081 -15%
MWM
46
Modern Wealth Management
Kansas
$128K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$128K +$131K +11,495 New
SA
48
Strategic Advisors
New York
$124K
FT
49
Fiduciary Trust
Massachusetts
$119K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$115K +$75.8K +6,665 +181%

RFI Hedge Fund Activity: Q1 2026 in Review

79 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q1 2026, worth a combined $55.8M — down 6.6% from $59.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RFI and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 26 added.

The largest buyer was Osaic Holdings, adding an estimated $372K. The largest seller was Readystate Asset Management, cutting an estimated $1.48M.

  • 79 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q1 2026, down from 81 in Q4 2025.
  • Funds reported $55.8M of Cohen & Steers Total Return Realty Fund stock for Q1 2026, down 6.6% quarter-over-quarter.
  • 6 funds opened new Cohen & Steers Total Return Realty Fund positions in Q1 2026 and 7 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Total Return Realty Fund buyer in Q1 2026 was Osaic Holdings, an estimated $372K added.
  • The largest Cohen & Steers Total Return Realty Fund seller in Q1 2026 was Readystate Asset Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2026.