RFI

Cohen & Steers Total Return Realty Fund

73 hedge funds and large institutions have $62M invested in Cohen & Steers Total Return Realty Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
27
Reduced
14
Closed
6
Calls
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
51
Albion Financial Group
Utah
$65.4K +$1.27K +105 +2%
CIA
52
Cape Investment Advisory
Georgia
$60.1K +$60.1K +4,973 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$48.1K +$20.9K +1,732 +77%
CT
54
Colonial Trust
South Carolina
$30K
EC
55
Elequin Capital
New York
$21.9K -$44.8K -3,708 -67%
AF
56
Advisornet Financial
Minnesota
$19.1K
GSWM
57
Golden State Wealth Management
California
$16.6K +$327 +27 +2%
HIA
58
Harbor Investment Advisory
Maryland
$15.9K
SPIA
59
Steward Partners Investment Advisory
New York
$12.6K +$242 +20 +2%
RFS
60
Richardson Financial Services
Massachusetts
$12.1K
OIA
61
Optimum Investment Advisors
Illinois
$12.1K
MA
62
MCF Advisors
Kentucky
$8.83K
FFA
63
Farther Finance Advisors
California
$5.46K +$3.88K +320 +244%
HCM
64
Hollencrest Capital Management
California
$5.44K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$5K
WSFS
66
Wilmington Savings Fund Society
Delaware
$4.69K
PA
67
Parallel Advisors
California
$4.05K
GWSG
68
GPS Wealth Strategies Group
Colorado
$3.59K
AAG
69
Armstrong Advisory Group
Massachusetts
$3.05K
WA
70
WPG Advisers
Maryland
$2.08K
VNA
71
Valley National Advisers
Pennsylvania
$1K
MPWT
72
MassMutual Private Wealth & Trust
Connecticut
$36 +$36 +3 New
HNB
73
Huntington National Bank
Ohio
$12
WAM
74
Wolverine Asset Management
Illinois
-$1.08M -92,835 Closed
RAM
75
Readystate Asset Management
Illinois
-$603K -52,113 Closed