Cohen & Steers Total Return Realty Fund
RFI
57 hedge funds and large institutions have $41M invested in Cohen & Steers Total Return Realty Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 11 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
32% more capital invested
Capital invested by funds: $30.9M → $41M (+$10M)
0.89% more ownership
Funds ownership: 11% → 11.89% (+0.89%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 58 → 57 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.16M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$816K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$783K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$451K |
| 5 |
Morgan Stanley
New York
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.27M |
| 2 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$281K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$254K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$250K |
| 5 |
PAS
Park Avenue Securities
New York
|
-$221K |
RFI Hedge Fund Activity: Q1 2019 in Review
57 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q1 2019, worth a combined $41M — up 32% from $30.9M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of RFI and 10 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 17 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.16M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.27M sold.
- 57 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q1 2019, down from 58 in Q4 2018.
- Funds reported $41M of Cohen & Steers Total Return Realty Fund stock for Q1 2019, up 32% quarter-over-quarter.
- 10 funds opened new Cohen & Steers Total Return Realty Fund positions in Q1 2019 and 11 closed out, a net change of -1 holder.
- The largest Cohen & Steers Total Return Realty Fund buyer in Q1 2019 was Cambridge Investment Research Advisors, an estimated $2.16M added.
- The largest Cohen & Steers Total Return Realty Fund seller in Q1 2019 was Wolverine Asset Management, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2019.