RFI

Cohen & Steers Total Return Realty Fund
RFI

Overview Fund Activity

77 hedge funds and large institutions have $55.9M invested in Cohen & Steers Total Return Realty Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
22
Reduced
21
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
Westbourne Investment Advisors
Maryland
+$328K
2
NFSG
Newbridge Financial Services Group
Florida
+$108K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$87.7K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$78.7K
5
EC
Elequin Capital
New York
+$54.7K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$757K
2
WIA
World Investment Advisors
California
-$378K
3
CA
Cornerstone Advisors
North Carolina
-$337K
4
Osaic Holdings
Osaic Holdings
Arizona
-$274K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$258K
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
51
Elequin Capital
New York
$76.6K +$54.7K +4,538 +250%
MWM
52
Mascoma Wealth Management
New Hampshire
$68.1K – – –
AFG
53
Albion Financial Group
Utah
$66.5K +$1.32K +109 +2%
CIA
54
Cape Investment Advisory
Georgia
$60K – – –
AF
55
Advisornet Financial
Minnesota
$31.5K +$12.4K +1,030 +65%
CT
56
Colonial Trust
South Carolina
$30K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$25.8K -$22.2K -1,837 -46%
AF
58
Allworth Financial
California
$25.3K +$25.3K +2,100 New
FFA
59
Farther Finance Advisors
California
$17.8K +$12.3K +1,023 +227%
GSWM
60
Golden State Wealth Management
California
$16.9K +$338 +28 +2%
GIA
61
GHP Investment Advisors
Colorado
$16K +$16K +1,330 New
HIA
62
Harbor Investment Advisory
Maryland
$15.9K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$12.8K +$253 +21 +2%
OIA
64
Optimum Investment Advisors
Illinois
$12.1K – – –
RFS
65
Richardson Financial Services
Massachusetts
$12.1K – – –
WOSD
66
WFA of San Diego
California
$9.05K +$9.05K +750 New
MA
67
MCF Advisors
Kentucky
$8.81K – – –
HCM
68
Hollencrest Capital Management
California
$5.43K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
WSFS
70
Wilmington Savings Fund Society
Delaware
$4.68K – – –
OLVIG
71
Oliver Lagore Vanvalin Investment Group
Michigan
$3.97K +$3.97K +328 New
GWSG
72
GPS Wealth Strategies Group
Colorado
$3.58K – – –
AAG
73
Armstrong Advisory Group
Massachusetts
$3.17K – – –
WA
74
WPG Advisers
Maryland
$2.07K – – –
VNA
75
Valley National Advisers
Pennsylvania
$1K – – –
1 2
3
4