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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
SIC
51
Sage Investment Counsel
Tennessee
$111K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$99K -$56.3K -4,947 -36%
CA
53
Clearstead Advisors
Ohio
$93.8K +$2K +176 +2%
ASN
54
Advisory Services Network
Georgia
$90.8K +$92.7K +8,150 New
CA
55
CoreCap Advisors
Michigan
$76.5K -$35.5K -3,120 -31%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$74.6K
CT
57
Colonial Trust
South Carolina
$49.2K +$23K +2,020 +81%
MWM
58
Mascoma Wealth Management
New Hampshire
$48.9K -$14.3K -1,256 -22%
CTC
59
Central Trust Company
Missouri
$43.2K -$5.69K -500 -11%
AFG
60
Albion Financial Group
Utah
$32.9K +$694 +61 +2%
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 +$13.5K +1,190 New
SPIA
65
Steward Partners Investment Advisory
New York
$12.6K +$273 +24 +2%
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 +$7.85K +690 New
MSFP
69
Mark Sheptoff Financial Planning
Connecticut
$7.19K +$7.04K +619 New
WA
70
Westfuller Advisors
New York
$6.71K +$148 +13 +2%
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 -$4.17K -366 -50%
HWP
74
Highline Wealth Partners
California
$3.9K
AAG
75
Armstrong Advisory Group
Massachusetts
$2.93K

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.