RFI

Cohen & Steers Total Return Realty Fund

67 hedge funds and large institutions have $65.5M invested in Cohen & Steers Total Return Realty Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
51
Advisornet Financial
Minnesota
$20.7K
HIA
52
Harbor Investment Advisory
Maryland
$17.2K
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$14K +$8.94K +707 +177%
OIA
54
Optimum Investment Advisors
Illinois
$13.1K
WOSD
55
WFA of San Diego
California
$9.82K
MA
56
MCF Advisors
Kentucky
$9.56K
CWP
57
Concord Wealth Partners
Virginia
$6.68K
HCM
58
Hollencrest Capital Management
California
$5.89K +$5.89K +450 New
WSFS
59
Wilmington Savings Fund Society
Delaware
$5.08K +$5.08K +388 New
PA
60
Parallel Advisors
California
$4.39K -$1.47K -112 -25%
OLVIG
61
Oliver Lagore Vanvalin Investment Group
Michigan
$4.29K +$4.29K +328 New
GWSG
62
GPS Wealth Strategies Group
Colorado
$3.89K
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$2.07K +$2.07K +158 New
FFA
64
Farther Finance Advisors
California
$1.72K
VNA
65
Valley National Advisers
Pennsylvania
$1K
IAIM
66
International Assets Investment Management
Florida
$1K +$1K +13,090 New
HNB
67
Huntington National Bank
Ohio
$13
LCM
68
Landscape Capital Management
New Jersey
-$300K -25,931 Closed
SPC
69
Sigma Planning Corp
Michigan
-$131K -11,367 Closed
GRP
70
Global Retirement Partners
California
-$73K -6,314 Closed
VAMG
71
Voisard Asset Management Group
Michigan
-$683 -59 Closed