RFI

Cohen & Steers Total Return Realty Fund
RFI

Overview Fund Activity

64 hedge funds and large institutions have $57.7M invested in Cohen & Steers Total Return Realty Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-9
Holders Change %
-12.33%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$710K
2
WCM
2
WealthBridge Capital Management
Ohio
$551K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.83M
4
LCM
4
Landscape Capital Management
New Jersey
$300K
5
SWA
5
Stratos Wealth Advisors
Ohio
$805K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.86M
2
CM
2
Cornerstone Management
Georgia
$0
3
SPC
3
Sigma Planning Corp
Michigan
$131K
4
CTC
4
Central Trust Company
Missouri
$481K
5
PI
5
PFG Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
– -$12 -1 Closed
1 2 3
4