Cohen & Steers Total Return Realty Fund
RFI
75 hedge funds and large institutions have $65.8M invested in Cohen & Steers Total Return Realty Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
10% more funds holding
Funds holding: 68 → 75 (+7)
2% more capital invested
Capital invested by funds: $64.3M → $65.8M (+$1.48M)
0.08% less ownership
Funds ownership: 20.91% → 20.84% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
+$882K |
| 2 |
QWM
Quaker Wealth Management
Moorestown,
New Jersey
|
+$774K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$708K |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$556K |
| 5 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.12M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$965K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$395K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$234K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$229K |
RFI Hedge Fund Activity: Q1 2024 in Review
75 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q1 2024, worth a combined $65.8M — up 2.3% from $64.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RFI positions and 5 closed out — a net gain of 8 holders — while 23 added to existing stakes and 15 trimmed.
The largest buyer was Independent Financial Group, opening a new position worth an estimated $882K. The largest seller was Cornerstone Advisors, cutting an estimated $2.12M.
- 75 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q1 2024, up from 68 in Q4 2023.
- Funds reported $65.8M of Cohen & Steers Total Return Realty Fund stock for Q1 2024, up 2.3% quarter-over-quarter.
- 13 funds opened new Cohen & Steers Total Return Realty Fund positions in Q1 2024 and 5 closed out, a net change of +8 holders.
- The largest Cohen & Steers Total Return Realty Fund buyer in Q1 2024 was Independent Financial Group, an estimated $882K added.
- The largest Cohen & Steers Total Return Realty Fund seller in Q1 2024 was Cornerstone Advisors, an estimated $2.12M sold.
Based on aggregated 13F filings for Q1 2024.