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RFI

Cohen & Steers Total Return Realty Fund

82 hedge funds and large institutions have $61.5M invested in Cohen & Steers Total Return Realty Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

4% more funds holding

Funds holding: 7982 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.61% less ownership

Funds ownership: 19.67%19.06% (-0.61%)

3% less capital invested

Capital invested by funds: $63.3M → $61.5M (-$1.77M)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
26
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Clearstead Advisors
Ohio
$97.7K +$1.92K +160 +2%
NFSG
52
Newbridge Financial Services Group
Florida
$94.6K -$13.8K -1,157 -13%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$81.1K +$80.2K +6,700 New
MWM
54
Mascoma Wealth Management
New Hampshire
$68.4K
AFG
55
Albion Financial Group
Utah
$68.1K +$1.33K +111 +2%
EB
56
Eastern Bank
Massachusetts
$45.7K +$45.2K +3,779 New
CIA
57
Cape Investment Advisory
Georgia
$42K -$18K -1,500 -30%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$32.6K +$6.63K +554 +26%
AF
59
Advisornet Financial
Minnesota
$31.6K
CT
60
Colonial Trust
South Carolina
$30.1K
AF
61
Allworth Financial
California
$25.4K
FFA
62
Farther Finance Advisors
California
$17.8K
GSWM
63
Golden State Wealth Management
California
$17.2K +$227 +19 +1%
HIA
64
Harbor Investment Advisory
Maryland
$15.9K
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$14K +$13.8K +1,155 New
SPIA
66
Steward Partners Investment Advisory
New York
$13.1K +$263 +22 +2%
OIA
67
Optimum Investment Advisors
Illinois
$12.1K
RFS
68
Richardson Financial Services
Massachusetts
$12.1K
FHC
69
First Horizon Corporation
Tennessee
$12.1K +$12K +1,000 New
WOSD
70
WFA of San Diego
California
$9.07K
MA
71
MCF Advisors
Kentucky
$8.84K
GIA
72
GHP Investment Advisors
Colorado
$7.62K -$8.38K -700 -53%
WA
73
Westfuller Advisors
New York
$6.99K +$6.92K +578 New
HCM
74
Hollencrest Capital Management
California
$5.45K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$5K

RFI Hedge Fund Activity: Q3 2025 in Review

82 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q3 2025, worth a combined $61.5M — down 2.8% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RFI positions and 4 closed out — a net gain of 5 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $416K. The largest seller was Wells Fargo, cutting an estimated $2.46M.

  • 82 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q3 2025, up from 79 in Q2 2025.
  • Funds reported $61.5M of Cohen & Steers Total Return Realty Fund stock for Q3 2025, down 2.8% quarter-over-quarter.
  • 9 funds opened new Cohen & Steers Total Return Realty Fund positions in Q3 2025 and 4 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Total Return Realty Fund buyer in Q3 2025 was Private Advisor Group, an estimated $416K added.
  • The largest Cohen & Steers Total Return Realty Fund seller in Q3 2025 was Wells Fargo, an estimated $2.46M sold.

Based on aggregated 13F filings for Q3 2025.