RFI

Cohen & Steers Total Return Realty Fund

80 hedge funds and large institutions have $57.2M invested in Cohen & Steers Total Return Realty Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
51
Fiduciary Trust
Massachusetts
$118K
SIC
52
Sage Investment Counsel
Tennessee
$111K
CA
53
CoreCap Advisors
Michigan
$110K
CA
54
Clearstead Advisors
Ohio
$91.1K
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$74K
MWM
56
Mascoma Wealth Management
New Hampshire
$62.4K
CTC
57
Central Trust Company
Missouri
$48.4K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$40.6K
CIA
59
Cape Investment Advisory
Georgia
$38.4K
AFG
60
Albion Financial Group
Utah
$32K
RFS
61
Richardson Financial Services
Massachusetts
$30.8K
AF
62
Advisornet Financial
Minnesota
$28.8K
HWA
63
Heritage Wealth Advisors
Virginia
$28.5K
CT
64
Colonial Trust
South Carolina
$27.8K
AF
65
Allworth Financial
California
$25.8K
FFA
66
Farther Finance Advisors
California
$21.7K
GSWM
67
Golden State Wealth Management
California
$16.2K
SPIA
68
Steward Partners Investment Advisory
New York
$12.2K
WOSD
69
WFA of San Diego
California
$8.29K
MA
70
MCF Advisors
Kentucky
$8.07K
WA
71
Westfuller Advisors
New York
$6.52K
HCM
72
Hollencrest Capital Management
California
$4.97K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$4K
HWP
74
Highline Wealth Partners
California
$3.87K
AAG
75
Armstrong Advisory Group
Massachusetts
$2.91K