RFI

Cohen & Steers Total Return Realty Fund
RFI

Overview Fund Activity

76 hedge funds and large institutions have $55.6M invested in Cohen & Steers Total Return Realty Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 1 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
21
Reduced
21
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
Westbourne Investment Advisors
Maryland
$328K
2
NFSG
2
Newbridge Financial Services Group
Florida
$108K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.57M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.1M
5
EC
5
Elequin Capital
New York
$76.6K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.3M
2
WIA
2
World Investment Advisors
California
$1.23M
3
CA
3
Cornerstone Advisors
North Carolina
$190K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.69M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.44M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Mascoma Wealth Management
New Hampshire
$68.1K 5,650 – –
AFG
52
Albion Financial Group
Utah
$66.5K 5,517 +109 +2%
CIA
53
Cape Investment Advisory
Georgia
$60K 4,973 – –
AF
54
Advisornet Financial
Minnesota
$31.5K 2,610 +1,030 +65%
CT
55
Colonial Trust
South Carolina
$30K 2,500 – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$25.8K 2,142 -1,837 -46%
AF
57
Allworth Financial
California
$25.3K 2,100 +2,100 New
FFA
58
Farther Finance Advisors
California
$17.8K 1,474 +1,023 +227%
GSWM
59
Golden State Wealth Management
California
$16.9K 1,403 +28 +2%
GIA
60
GHP Investment Advisors
Colorado
$16K 1,330 +1,330 New
HIA
61
Harbor Investment Advisory
Maryland
$15.9K 1,315 – –
SPIA
62
Steward Partners Investment Advisory
New York
$12.8K 1,062 +21 +2%
RFS
63
Richardson Financial Services
Massachusetts
$12.1K 1,000 – –
OIA
64
Optimum Investment Advisors
Illinois
$12.1K 1,000 – –
WOSD
65
WFA of San Diego
California
$9.05K 750 +750 New
MA
66
MCF Advisors
Kentucky
$8.81K 731 – –
HCM
67
Hollencrest Capital Management
California
$5.43K 450 – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$5K 407 – –
WSFS
69
Wilmington Savings Fund Society
Delaware
$4.68K 388 – –
OLVIG
70
Oliver Lagore Vanvalin Investment Group
Michigan
$3.97K 328 +328 New
GWSG
71
GPS Wealth Strategies Group
Colorado
$3.58K 297 – –
AAG
72
Armstrong Advisory Group
Massachusetts
$3.17K 263 – –
WA
73
WPG Advisers
Maryland
$2.07K 172 – –
VNA
74
Valley National Advisers
Pennsylvania
$1K 110 – –
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$36 3 – –
1 2
3
4