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RFI

Cohen & Steers Total Return Realty Fund

49 hedge funds and large institutions have $27.5M invested in Cohen & Steers Total Return Realty Fund in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

11% more funds holding

Funds holding: 4449 (+5)

1% more capital invested

Capital invested by funds: $27.3M → $27.5M (+$196K)

0.52% more ownership

Funds ownership: 7.47%8% (+0.52%)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.37M +$368K +26,768 +6%
UBS Group
2
UBS Group
Switzerland
$2.87M +$332K +24,155 +12%
Wells Fargo
3
Wells Fargo
California
$2.8M +$534K +38,851 +22%
CAN
4
Cetera Advisor Networks
California
$1.8M -$22.8K -1,659 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.39M -$107K -7,749 -7%
AG
6
Advisor Group
Arizona
$1.2M +$32.5K +2,365 +3%
RJA
7
Raymond James & Associates
Florida
$1.1M +$399K +29,009 +53%
LPL Financial
8
LPL Financial
California
$1.05M +$24.5K +1,780 +2%
Invesco
9
Invesco
Georgia
$908K +$76.3K +5,552 +9%
SCM
10
Schnieders Capital Management
California
$847K -$4.81K -350 -0.5%
GC
11
Guggenheim Capital
Illinois
$808K -$313K -22,763 -27%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$772K +$24.2K +1,762 +3%
Bank of America
13
Bank of America
North Carolina
$756K -$36.2K -2,631 -4%
Citigroup
14
Citigroup
New York
$450K +$464K +33,765 +9,052%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$442K -$565K -41,088 -55%
WS
16
Wedbush Securities
California
$367K +$57.7K +4,198 +18%
UR
17
USCA RIA
Texas
$302K -$104K -7,590 -25%
CCP
18
Cardan Capital Partners
Colorado
$286K +$15.6K +1,133 +6%
OC
19
Oppenheimer & Co
New York
$233K +$243K +17,700 New
DA
20
Doliver Advisors
Texas
$208K +$217K +15,772 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$202K +$37.9K +2,759 +22%
CB
22
Chemical Bank
Michigan
$171K
RCM
23
Robinson Capital Management
Michigan
$170K +$177K +12,900 New
MFS
24
MSI Financial Services
Massachusetts
$165K +$41.9K +3,050 +32%
CWM
25
Concert Wealth Management
California
$162K

RFI Hedge Fund Activity: Q3 2016 in Review

49 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q3 2016, worth a combined $27.5M — up 0.72% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RFI positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $534K. The largest seller was Royal Bank of Canada, cutting an estimated $565K.

  • 49 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q3 2016, up from 44 in Q2 2016.
  • Funds reported $27.5M of Cohen & Steers Total Return Realty Fund stock for Q3 2016, up 0.72% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Total Return Realty Fund positions in Q3 2016 and 2 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Total Return Realty Fund buyer in Q3 2016 was Wells Fargo, an estimated $534K added.
  • The largest Cohen & Steers Total Return Realty Fund seller in Q3 2016 was Royal Bank of Canada, an estimated $565K sold.

Based on aggregated 13F filings for Q3 2016.