RFI

Cohen & Steers Total Return Realty Fund

69 hedge funds and large institutions have $65.8M invested in Cohen & Steers Total Return Realty Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
51
Albion Financial Group
Utah
$55.8K +$1.04K +85 +2%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$54.2K +$538 +44 +1%
AF
53
Allworth Financial
California
$50.5K +$954 +78 +2%
RCM
54
Raleigh Capital Management
North Carolina
$32.7K +$648 +53 +2%
TFP
55
Tilia Fiduciary Partners
North Carolina
$29.1K -$12.2K -1,000 -30%
PTC
56
Private Trust Company
Ohio
$22K
CFB
57
Cullen/Frost Bankers
Texas
$18.3K
HIA
58
Harbor Investment Advisory
Maryland
$16.1K
BWA
59
BDO Wealth Advisors
Florida
$14.6K
OIA
60
Optimum Investment Advisors
Illinois
$12.2K
ASN
61
Advisory Services Network
Georgia
$12.2K +$12.2K +1,000 New
MA
62
MCF Advisors
Kentucky
$9.13K
RG
63
Retirement Group
California
$8K
HI
64
Harbour Investments
Wisconsin
$7.34K
PA
65
Parallel Advisors
California
$6.82K -$1.37K -112 -17%
CWP
66
Concord Wealth Partners
Virginia
$6.24K +$6.24K +510 New
VNA
67
Valley National Advisers
Pennsylvania
$1K
PAG
68
Private Advisor Group
New Jersey
$170 +$34 +2,747 +25%
HNB
69
Huntington National Bank
Ohio
$12 -$156K -13,000 -100%
TCWM
70
Total Clarity Wealth Management
Illinois
-$130K -10,760 Closed
WT
71
Whittier Trust
California
-$32K -2,631 Closed
GWSG
72
GPS Wealth Strategies Group
Colorado
-$5K -441 Closed