RFI

Cohen & Steers Total Return Realty Fund

68 hedge funds and large institutions have $65.2M invested in Cohen & Steers Total Return Realty Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
28
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$47K +$8.49K +641 +22%
TFP
52
Tilia Fiduciary Partners
North Carolina
$46K
SPIA
53
Steward Partners Investment Advisory
New York
$44K +$186 +14 +0.4%
WT
54
Whittier Trust
California
$35K
RCM
55
Raleigh Capital Management
North Carolina
$34K +$568 +43 +2%
APA
56
American Portfolios Advisors
New York
$25.7K -$74.9K -5,652 -74%
PTC
57
Private Trust Company
Ohio
$24K +$24K +1,800 New
CFB
58
Cullen/Frost Bankers
Texas
$20K -$12.7K -952 -39%
HIA
59
Harbor Investment Advisory
Maryland
$17K
BWA
60
BDO Wealth Advisors
Florida
$16K
OIA
61
Optimum Investment Advisors
Illinois
$13K
MA
62
MCF Advisors
Kentucky
$10K
RG
63
Retirement Group
California
$9K
HI
64
Harbour Investments
Wisconsin
$8K +$8K +600 New
CWP
65
Concord Wealth Partners
Virginia
$7K
CIA
66
Cascade Investment Advisors
Oregon
$6.96K
GWSG
67
GPS Wealth Strategies Group
Colorado
$6K
VNA
68
Valley National Advisers
Pennsylvania
$2K
SWM
69
Spire Wealth Management
Virginia
-$687K -44,435 Closed
MML Investors Services
70
MML Investors Services
Massachusetts
-$403K -26,049 Closed
VF
71
Virtu Financial
New York
-$194K -12,564 Closed
MCC
72
Money Concepts Capital
Florida
-$124K -8,000 Closed
PA
73
Parallel Advisors
California
-$17K -1,116 Closed
TFO
74
Tarbox Family Office
California
-$10K -622 Closed