Cohen & Steers Total Return Realty Fund
RFI
69 hedge funds and large institutions have $65.8M invested in Cohen & Steers Total Return Realty Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
1% more funds holding
Funds holding: 68 → 69 (+1)
1.03% more ownership
Funds ownership: 19.59% → 20.62% (+1%)
5% more capital invested
Capital invested by funds: $62.8M → $65.8M (+$3.07M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.91M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$867K |
| 3 |
Morgan Stanley
New York
|
+$455K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$238K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$672K |
| 2 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$276K |
| 3 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$163K |
| 4 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$130K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$58.8K |
RFI Hedge Fund Activity: Q4 2022 in Review
69 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q4 2022, worth a combined $65.8M — up 4.9% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RFI positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 15 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.91M. The largest seller was Central Trust Company, cutting an estimated $672K.
- 69 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q4 2022, up from 68 in Q3 2022.
- Funds reported $65.8M of Cohen & Steers Total Return Realty Fund stock for Q4 2022, up 4.9% quarter-over-quarter.
- 6 funds opened new Cohen & Steers Total Return Realty Fund positions in Q4 2022 and 4 closed out, a net change of +2 holders.
- The largest Cohen & Steers Total Return Realty Fund buyer in Q4 2022 was Commonwealth Equity Services, an estimated $1.91M added.
- The largest Cohen & Steers Total Return Realty Fund seller in Q4 2022 was Central Trust Company, an estimated $672K sold.
Based on aggregated 13F filings for Q4 2022.