Cohen & Steers Total Return Realty Fund
RFI
69 hedge funds and large institutions have $67.2M invested in Cohen & Steers Total Return Realty Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $59.1M → $67.2M (+$8.1M)
5% more funds holding
Funds holding: 66 → 69 (+3)
0.1% more ownership
Funds ownership: 19.24% → 19.34% (+0.1%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$886K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$643K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$146K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$115K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$100K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$638K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$589K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$300K |
| 4 |
LPL Financial
San Diego,
California
|
-$245K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$154K |
RFI Hedge Fund Activity: Q3 2024 in Review
69 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q3 2024, worth a combined $67.2M — up 14% from $59.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RFI positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was SFI Advisors, opening a new position worth an estimated $886K. The largest seller was Cornerstone Advisors, cutting an estimated $638K.
- 69 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q3 2024, up from 66 in Q2 2024.
- Funds reported $67.2M of Cohen & Steers Total Return Realty Fund stock for Q3 2024, up 14% quarter-over-quarter.
- 7 funds opened new Cohen & Steers Total Return Realty Fund positions in Q3 2024 and 4 closed out, a net change of +3 holders.
- The largest Cohen & Steers Total Return Realty Fund buyer in Q3 2024 was SFI Advisors, an estimated $886K added.
- The largest Cohen & Steers Total Return Realty Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $638K sold.
Based on aggregated 13F filings for Q3 2024.