Cohen & Steers Total Return Realty Fund
RFI
70 hedge funds and large institutions have $57.9M invested in Cohen & Steers Total Return Realty Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
1% more funds holding
Funds holding: 69 → 70 (+1)
0.54% more ownership
Funds ownership: 20.62% → 21.17% (+0.54%)
12% less capital invested
Capital invested by funds: $65.8M → $57.9M (-$7.89M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.71M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.15M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$779K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$267K |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.59M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$857K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$237K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$132K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$128K |
RFI Hedge Fund Activity: Q1 2023 in Review
70 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q1 2023, worth a combined $57.9M — down 12% from $65.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RFI positions and 5 closed out — a net gain of 2 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.71M. The largest seller was Wells Fargo, cutting an estimated $2.59M.
- 70 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q1 2023, up from 69 in Q4 2022.
- Funds reported $57.9M of Cohen & Steers Total Return Realty Fund stock for Q1 2023, down 12% quarter-over-quarter.
- 7 funds opened new Cohen & Steers Total Return Realty Fund positions in Q1 2023 and 5 closed out, a net change of +2 holders.
- The largest Cohen & Steers Total Return Realty Fund buyer in Q1 2023 was Morgan Stanley, an estimated $2.71M added.
- The largest Cohen & Steers Total Return Realty Fund seller in Q1 2023 was Wells Fargo, an estimated $2.59M sold.
Based on aggregated 13F filings for Q1 2023.