Cohen & Steers Total Return Realty Fund
RFI
79 hedge funds and large institutions have $55.8M invested in Cohen & Steers Total Return Realty Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 7 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 23
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.49% less ownership
Funds ownership: 20.24% → 18.76% (-1.5%)
2% less funds holding
Funds holding: 81 → 79 (-2)
7% less capital invested
Capital invested by funds: $59.7M → $55.8M (-$3.95M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$372K |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$320K |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$316K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$199K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$1.48M |
| 2 |
LPL Financial
San Diego,
California
|
-$941K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$733K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$732K |
| 5 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
-$481K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
76
WPG Advisers
Baltimore,
Maryland
| $1.92K | – | – | – |
|
|
VNA
77
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | – | – | – |
|
|
MPWT
78
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $33 | – | – | – |
|
|
HNB
79
Huntington National Bank
Columbus,
Ohio
| $11 | – | – | – |
|
80
Invesco
Atlanta,
Georgia
| – | -$324K | -29,320 | Closed |
|
|
LCM
81
Landscape Capital Management
Englewood,
New Jersey
| – | -$294K | -26,644 | Closed |
|
82
Jane Street
New York
| – | -$170K | -15,427 | Closed |
|
|
CIA
83
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$38.4K | -3,473 | Closed |
|
|
AF
84
Allworth Financial
Folsom,
California
| – | -$25.8K | -2,337 | Closed |
|
|
GSWM
85
Golden State Wealth Management
Santa Ana,
California
| – | -$16.2K | -1,462 | Closed |
|
86
Jones Financial Companies
Des Peres,
Missouri
| – | -$1.33K | -120 | Closed |
|
RFI Hedge Fund Activity: Q1 2026 in Review
79 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q1 2026, worth a combined $55.8M — down 6.6% from $59.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of RFI and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 26 added.
The largest buyer was Osaic Holdings, adding an estimated $372K. The largest seller was Readystate Asset Management, cutting an estimated $1.48M.
- 79 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q1 2026, down from 81 in Q4 2025.
- Funds reported $55.8M of Cohen & Steers Total Return Realty Fund stock for Q1 2026, down 6.6% quarter-over-quarter.
- 6 funds opened new Cohen & Steers Total Return Realty Fund positions in Q1 2026 and 7 closed out, a net change of -1 holder.
- The largest Cohen & Steers Total Return Realty Fund buyer in Q1 2026 was Osaic Holdings, an estimated $372K added.
- The largest Cohen & Steers Total Return Realty Fund seller in Q1 2026 was Readystate Asset Management, an estimated $1.48M sold.
Based on aggregated 13F filings for Q1 2026.