RFI

Cohen & Steers Total Return Realty Fund

64 hedge funds and large institutions have $57.7M invested in Cohen & Steers Total Return Realty Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-9
Holders Change %
-12.33%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
51
Advisornet Financial
Minnesota
$18.3K
HIA
52
Harbor Investment Advisory
Maryland
$15.2K
RFS
53
Richardson Financial Services
Massachusetts
$11.6K
OIA
54
Optimum Investment Advisors
Illinois
$11.6K
WOSD
55
WFA of San Diego
California
$8.67K +$8.67K +750 New
MA
56
MCF Advisors
Kentucky
$8.45K
CWP
57
Concord Wealth Partners
Virginia
$5.9K
PA
58
Parallel Advisors
California
$5.17K -$1.28K -111 -20%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$5K +$113 +9 +2%
GWSG
60
GPS Wealth Strategies Group
Colorado
$3.43K -$1.66K -144 -33%
FFA
61
Farther Finance Advisors
California
$1.51K +$1.51K +131 New
VNA
62
Valley National Advisers
Pennsylvania
$1K
VAMG
63
Voisard Asset Management Group
Michigan
$683 +$683 +59 New
HNB
64
Huntington National Bank
Ohio
$12
CM
65
Cornerstone Management
Georgia
-$1.3M -109,638 Closed
PI
66
PFG Investments
New York
-$336K -28,264 Closed
WC
67
Waterloo Capital
Texas
-$246K -20,713 Closed
BC
68
Burney Company
Virginia
-$206K -17,295 Closed
Invesco
69
Invesco
Georgia
-$203K -17,076 Closed
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
-$193K -16,250 Closed
LFAS
71
Level Four Advisory Services
Texas
-$124K -10,573 Closed
TCPG
72
Trivant Custom Portfolio Group
California
-$81.7K -6,871 Closed
AWM
73
Avior Wealth Management
Nebraska
-$53.6K -4,510 Closed
Deutsche Bank
74
Deutsche Bank
Germany
-$41.2K -3,465 Closed
VF
75
VitalStone Financial
Texas
-$10K -800 Closed