RFI

Cohen & Steers Total Return Realty Fund
RFI

Overview Fund Activity

69 hedge funds and large institutions have $57.6M invested in Cohen & Steers Total Return Realty Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.58M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.1M
3
Osaic Holdings
Osaic Holdings
Arizona
+$254K
4
LFAS
Level Four Advisory Services
Texas
+$128K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$108K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.46M
2
EWM
Executive Wealth Management
Michigan
-$857K
3
AWS
Atria Wealth Solutions
New York
-$237K
4
IA
IFP Advisors
Florida
-$132K
5
MCC
Money Concepts Capital
Florida
-$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$40.4K -$30.8K -2,541 -43%
RCM
52
Raleigh Capital Management
North Carolina
$33.7K +$1.36K +112 +4%
TFP
53
Tilia Fiduciary Partners
North Carolina
$28.8K – – –
PTC
54
Private Trust Company
Ohio
$21.8K – – –
HIA
55
Harbor Investment Advisory
Maryland
$15.9K – – –
ASN
56
Advisory Services Network
Georgia
$15.2K +$3.03K +250 +25%
BWA
57
BDO Wealth Advisors
Florida
$14.5K – – –
OIA
58
Optimum Investment Advisors
Illinois
$12.1K – – –
UB
59
UMB Bank
Missouri
$9.82K +$9.82K +810 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$9.14K +$740 +61,091 +9%
MA
61
MCF Advisors
Kentucky
$8.85K – – –
CIA
62
Cascade Investment Advisors
Oregon
$8.79K +$8.79K +725 New
RG
63
Retirement Group
California
$8K – – –
HI
64
Harbour Investments
Wisconsin
$7.27K – – –
PA
65
Parallel Advisors
California
$6.76K – – –
CWP
66
Concord Wealth Partners
Virginia
$6.18K – – –
GWSG
67
GPS Wealth Strategies Group
Colorado
$5.35K +$5.35K +441 New
VNA
68
Valley National Advisers
Pennsylvania
$1K – – –
HNB
69
Huntington National Bank
Ohio
$12 – – –
EWM
70
Executive Wealth Management
Michigan
– -$857K -70,075 Closed
AWS
71
Atria Wealth Solutions
New York
– -$237K -18,999 Closed
IA
72
IFP Advisors
Florida
– -$132K -10,714 Closed
MCC
73
Money Concepts Capital
Florida
– -$128K -10,477 Closed
CFB
74
Cullen/Frost Bankers
Texas
– -$18.3K -1,498 Closed
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