RFI

Cohen & Steers Total Return Realty Fund

73 hedge funds and large institutions have $62M invested in Cohen & Steers Total Return Realty Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$11K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.1M
Osaic Holdings
2
Osaic Holdings
Arizona
$5.18M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.45M
SAM
4
Smith Asset Management
Florida
$4.17M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.71M
LPL Financial
6
LPL Financial
California
$3.29M
Wells Fargo
7
Wells Fargo
California
$3.16M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.02M
WIA
9
World Investment Advisors
California
$1.61M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.49M
Ameriprise
11
Ameriprise
Minnesota
$1.35M
Raymond James Financial
12
Raymond James Financial
Florida
$995K
EAM
13
Everstar Asset Management
North Carolina
$982K
SWA
14
Stratos Wealth Advisors
Ohio
$936K
SIC
15
Samalin Investment Counsel
New York
$933K
AFS
16
Access Financial Services
Minnesota
$920K
WCM
17
WealthBridge Capital Management
Ohio
$838K
Bank of America
18
Bank of America
North Carolina
$619K
SRC
19
Shufro Rose & Co
New York
$605K
MSWA
20
Marshall & Sterling Wealth Advisors
New York
$594K
CA
21
Cornerstone Advisors
North Carolina
$529K
PCA
22
Pallas Capital Advisors
Massachusetts
$514K
SCM
23
Schnieders Capital Management
California
$434K
CPRC
24
Consolidated Portfolio Review Corp
New York
$422K
Stifel Financial
25
Stifel Financial
Missouri
$395K