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RFI

Cohen & Steers Total Return Realty Fund
RFI

81 hedge funds and large institutions have $59.7M invested in Cohen & Steers Total Return Realty Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.19% more ownership

Funds ownership: 19.06% → 20.24% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $61.5M → $59.7M (-$1.81M)

1% less funds holding

Funds holding: 82 → 81 (-1)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% 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
10
Increased
24
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$3.24M
2
RAM
Readystate Asset Management
Illinois
+$1.75M
3
WAM
Wolverine Asset Management
Illinois
+$1.03M
4
PP
Patten & Patten
Tennessee
+$506K
5
IFG
Independent Financial Group
California
+$379K

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$1.24M
2
SWA
Stratos Wealth Advisors
Ohio
-$565K
3
CPRC
Consolidated Portfolio Review Corp
New York
-$464K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$404K
5
Morgan Stanley
Morgan Stanley
New York
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
51
Strategic Advisors
New York
$123K – – –
FT
52
Fiduciary Trust
Massachusetts
$118K – – –
SIC
53
Sage Investment Counsel
Tennessee
$111K +$114K +10,000 New
CA
54
CoreCap Advisors
Michigan
$110K +$17.1K +1,500 +18%
CA
55
Clearstead Advisors
Ohio
$91.1K +$1.96K +172 +2%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$74K – – –
MWM
57
Mascoma Wealth Management
New Hampshire
$62.4K – – –
CTC
58
Central Trust Company
Missouri
$48.4K -$43.5K -3,807 -46%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$40.6K +$11.2K +979 +36%
CIA
60
Cape Investment Advisory
Georgia
$38.4K – – –
AFG
61
Albion Financial Group
Utah
$32K -$31.2K -2,733 -49%
RFS
62
Richardson Financial Services
Massachusetts
$30.8K – – –
AF
63
Advisornet Financial
Minnesota
$28.8K – – –
HWA
64
Heritage Wealth Advisors
Virginia
$28.5K +$29.5K +2,580 New
CT
65
Colonial Trust
South Carolina
$27.8K – – –
AF
66
Allworth Financial
California
$25.8K +$2.71K +237 +11%
FFA
67
Farther Finance Advisors
California
$21.7K +$5.64K +494 +34%
GSWM
68
Golden State Wealth Management
California
$16.2K +$457 +40 +3%
SPIA
69
Steward Partners Investment Advisory
New York
$12.2K +$263 +23 +2%
WOSD
70
WFA of San Diego
California
$8.29K – – –
MA
71
MCF Advisors
Kentucky
$8.07K – – –
WA
72
Westfuller Advisors
New York
$6.52K +$137 +12 +2%
HCM
73
Hollencrest Capital Management
California
$4.97K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
HWP
75
Highline Wealth Partners
California
$3.87K – – –
1 2
3
4

RFI Hedge Fund Activity: Q4 2025 in Review

81 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q4 2025, worth a combined $59.7M — down 2.9% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RFI positions and 9 closed out — a net gain of 1 holder — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.24M. The largest seller was World Investment Advisors, exiting entirely with an estimated $1.24M sold.

  • 81 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q4 2025, down from 82 in Q3 2025.
  • Funds reported $59.7M of Cohen & Steers Total Return Realty Fund stock for Q4 2025, down 2.9% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers Total Return Realty Fund positions in Q4 2025 and 9 closed out, a net change of +1 holder.
  • The largest Cohen & Steers Total Return Realty Fund buyer in Q4 2025 was Osaic Holdings, an estimated $3.24M added.
  • The largest Cohen & Steers Total Return Realty Fund seller in Q4 2025 was World Investment Advisors, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2025.