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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
Sage Investment Counsel
Tennessee
$111K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$99K
CA
53
Clearstead Advisors
Ohio
$93.8K
ASN
54
Advisory Services Network
Georgia
$90.8K
CA
55
CoreCap Advisors
Michigan
$76.5K
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$74.6K
CT
57
Colonial Trust
South Carolina
$49.2K
MWM
58
Mascoma Wealth Management
New Hampshire
$48.9K
CTC
59
Central Trust Company
Missouri
$43.2K
AFG
60
Albion Financial Group
Utah
$32.9K
AF
61
Advisornet Financial
Minnesota
$29.1K
HWA
62
Heritage Wealth Advisors
Virginia
$28.7K
FFA
63
Farther Finance Advisors
California
$21.9K
HI
64
Harbour Investments
Wisconsin
$13.3K
SPIA
65
Steward Partners Investment Advisory
New York
$12.6K
RFS
66
Richardson Financial Services
Massachusetts
$11.1K
WOSD
67
WFA of San Diego
California
$8.36K
AUB
68
Atlantic Union Bankshares
Virginia
$7.69K
MSFP
69
Mark Sheptoff Financial Planning
Connecticut
$7.19K
WA
70
Westfuller Advisors
New York
$6.71K
HCM
71
Hollencrest Capital Management
California
$5.01K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4.53K
MA
73
MCF Advisors
Kentucky
$4.07K
HWP
74
Highline Wealth Partners
California
$3.9K
AAG
75
Armstrong Advisory Group
Massachusetts
$2.93K