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RFI

Cohen & Steers Total Return Realty Fund

54 hedge funds and large institutions have $32.9M invested in Cohen & Steers Total Return Realty Fund in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $29.8M → $32.9M (+$3.04M)

0.58% more ownership

Funds ownership: 9.27%9.84% (+0.58%)

5% less funds holding

Funds holding: 5754 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.06M +$115K +9,088 +2%
Wells Fargo
2
Wells Fargo
California
$4.76M +$259K +20,559 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.32M +$125K +9,929 +6%
AAM
4
Advisors Asset Management
Colorado
$2.14M +$1.11M +87,973 +111%
AG
5
Advisor Group
Arizona
$2M +$177K +14,071 +10%
AFS
6
Access Financial Services
Minnesota
$1.56M +$277K +22,001 +22%
GC
7
Guggenheim Capital
Illinois
$1.25M +$370K +29,393 +43%
Invesco
8
Invesco
Georgia
$1.09M +$152K +12,040 +16%
CAN
9
Cetera Advisor Networks
California
$1.03M -$220K -17,468 -18%
SCM
10
Schnieders Capital Management
California
$926K +$17.6K +1,400 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$777K -$35.8K -2,841 -4%
Bank of America
12
Bank of America
North Carolina
$771K -$12.3K -972 -2%
Ameriprise
13
Ameriprise
Minnesota
$738K +$249K +19,795 +52%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$731K +$102K +8,124 +17%
RJA
15
Raymond James & Associates
Florida
$701K -$53.9K -4,278 -7%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$686K -$155K -12,318 -19%
MML Investors Services
17
MML Investors Services
Massachusetts
$504K -$1.42K -113 -0.3%
RCM
18
Robinson Capital Management
Michigan
$460K -$463K -36,710 -50%
OC
19
Oppenheimer & Co
New York
$437K +$302K +23,956 +232%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$434K +$56.1K +4,451 +15%
CCP
21
Cardan Capital Partners
Colorado
$378K +$28.4K +2,254 +8%
RCM
22
RB Capital Management
Nevada
$373K -$2.29K -182 -0.6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$317K +$36.4K +2,885 +13%
UBS Group
24
UBS Group
Switzerland
$302K -$199K -15,768 -40%
MMHP
25
Murphy Middleton Hinkle & Parker
Georgia
$258K +$255K +20,208 New

RFI Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q4 2017, worth a combined $32.9M — up 10% from $29.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RFI and 8 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 20 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.11M. The largest seller was Robinson Capital Management, cutting an estimated $463K.

  • 54 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q4 2017, down from 57 in Q3 2017.
  • Funds reported $32.9M of Cohen & Steers Total Return Realty Fund stock for Q4 2017, up 10% quarter-over-quarter.
  • 8 funds opened new Cohen & Steers Total Return Realty Fund positions in Q4 2017 and 10 closed out, a net change of -2 holders.
  • The largest Cohen & Steers Total Return Realty Fund buyer in Q4 2017 was Advisors Asset Management, an estimated $1.11M added.
  • The largest Cohen & Steers Total Return Realty Fund seller in Q4 2017 was Robinson Capital Management, an estimated $463K sold.

Based on aggregated 13F filings for Q4 2017.