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RFI

Cohen & Steers Total Return Realty Fund
RFI

82 hedge funds and large institutions have $61.5M invested in Cohen & Steers Total Return Realty Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

4% more funds holding

Funds holding: 79 → 82 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.61% less ownership

Funds ownership: 19.67% → 19.06% (-0.61%)

3% less capital invested

Capital invested by funds: $63.3M → $61.5M (-$1.77M)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
26
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$416K
2
KAS
Kestra Advisory Services
Texas
+$362K
3
LPL Financial
LPL Financial
California
+$219K
4
CRC
Curi RMB Capital
Illinois
+$164K
5
Jane Street
Jane Street
New York
+$146K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.46M
2
AFS
Access Financial Services
Minnesota
-$374K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$215K
4
Morgan Stanley
Morgan Stanley
New York
-$206K
5
CA
Cornerstone Advisors
North Carolina
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
76
Highline Wealth Partners
California
$4.24K +$4.19K +350 New
GWSG
77
GPS Wealth Strategies Group
Colorado
$3.59K – – –
AAG
78
Armstrong Advisory Group
Massachusetts
$3.18K – – –
WA
79
WPG Advisers
Maryland
$2.08K – – –
VNA
80
Valley National Advisers
Pennsylvania
$1K – – –
MPWT
81
MassMutual Private Wealth & Trust
Connecticut
$36 – – –
HNB
82
Huntington National Bank
Ohio
$12 – – –
CA
83
Cornerstone Advisors
North Carolina
– -$190K -15,742 Closed
CPA
84
Compass Planning Associates
Massachusetts
– -$106K -8,813 Closed
EC
85
Elequin Capital
New York
– -$76.6K -6,350 Closed
WSFS
86
Wilmington Savings Fund Society
Delaware
– -$4.68K -388 Closed
1 2 3
4

RFI Hedge Fund Activity: Q3 2025 in Review

82 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q3 2025, worth a combined $61.5M — down 2.8% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RFI positions and 4 closed out — a net gain of 5 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $416K. The largest seller was Wells Fargo, cutting an estimated $2.46M.

  • 82 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q3 2025, up from 79 in Q2 2025.
  • Funds reported $61.5M of Cohen & Steers Total Return Realty Fund stock for Q3 2025, down 2.8% quarter-over-quarter.
  • 9 funds opened new Cohen & Steers Total Return Realty Fund positions in Q3 2025 and 4 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Total Return Realty Fund buyer in Q3 2025 was Private Advisor Group, an estimated $416K added.
  • The largest Cohen & Steers Total Return Realty Fund seller in Q3 2025 was Wells Fargo, an estimated $2.46M sold.

Based on aggregated 13F filings for Q3 2025.