Cohen & Steers Total Return Realty Fund
RFI
74 hedge funds and large institutions have $64.3M invested in Cohen & Steers Total Return Realty Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
4% more capital invested
Capital invested by funds: $61.7M → $64.3M (+$2.54M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.16% less ownership
Funds ownership: 20.08% → 19.92% (-0.16%)
1% less funds holding
Funds holding: 75 → 74 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $11K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.6M |
| 2 |
SRC
Shufro Rose & Co
New York
|
+$443K |
| 3 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$342K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$300K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.16M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.08M |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$603K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$257K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$206K |
RFI Hedge Fund Activity: Q1 2025 in Review
74 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q1 2025, worth a combined $64.3M — up 4.1% from $61.7M a quarter earlier.
Fund positioning in RFI was balanced in Q1 2025: 6 funds opened new positions, 6 closed out, 28 added to existing stakes and 14 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $1.6M. The largest seller was Morgan Stanley, cutting an estimated $1.16M.
- 74 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q1 2025, down from 75 in Q4 2024.
- Funds reported $64.3M of Cohen & Steers Total Return Realty Fund stock for Q1 2025, up 4.1% quarter-over-quarter.
- 6 funds opened new Cohen & Steers Total Return Realty Fund positions in Q1 2025 and 6 closed out, a net change of 0 holders.
- The largest Cohen & Steers Total Return Realty Fund buyer in Q1 2025 was World Investment Advisors, an estimated $1.6M added.
- The largest Cohen & Steers Total Return Realty Fund seller in Q1 2025 was Morgan Stanley, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2025.