RFI

Cohen & Steers Total Return Realty Fund
RFI

Overview Fund Activity

73 hedge funds and large institutions have $64.5M invested in Cohen & Steers Total Return Realty Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QWM
Quaker Wealth Management
New Jersey
+$777K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$711K
3
SWA
Stratos Wealth Advisors
Ohio
+$558K
4
PCA
Pallas Capital Advisors
Massachusetts
+$505K
5
SPC
Sigma Planning Corp
Michigan
+$414K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.1M
2
CA
Cornerstone Advisors
North Carolina
-$2.12M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$968K
4
LCM
Landscape Capital Management
New Jersey
-$395K
5
Wells Fargo
Wells Fargo
California
-$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
76
BlackRock
New York
– -$2.71K -231 Closed
S
77
SignatureFD
Georgia
– -$2.71K -231 Closed
ASN
78
Advisory Services Network
Georgia
– -$2.62K -223 Closed
1 2 3
4