Cohen & Steers Total Return Realty Fund
RFI
79 hedge funds and large institutions have $63.3M invested in Cohen & Steers Total Return Realty Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
7% more funds holding
Funds holding: 74 → 79 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.25% less ownership
Funds ownership: 19.92% → 19.67% (-0.25%)
2% less capital invested
Capital invested by funds: $64.3M → $63.3M (-$964K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$343K |
| 2 |
WIA
Westbourne Investment Advisors
Annapolis,
Maryland
|
+$322K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$141K |
| 4 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
+$106K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$742K |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$371K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$331K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$253K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$108K |
RFI Hedge Fund Activity: Q2 2025 in Review
79 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q2 2025, worth a combined $63.3M — down 1.5% from $64.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RFI positions and 1 closed out — a net gain of 5 holders — while 24 added to existing stakes and 21 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $343K. The largest seller was Morgan Stanley, cutting an estimated $742K.
- 79 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q2 2025, up from 74 in Q1 2025.
- Funds reported $63.3M of Cohen & Steers Total Return Realty Fund stock for Q2 2025, down 1.5% quarter-over-quarter.
- 6 funds opened new Cohen & Steers Total Return Realty Fund positions in Q2 2025 and 1 closed out, a net change of +5 holders.
- The largest Cohen & Steers Total Return Realty Fund buyer in Q2 2025 was Osaic Holdings, an estimated $343K added.
- The largest Cohen & Steers Total Return Realty Fund seller in Q2 2025 was Morgan Stanley, an estimated $742K sold.
Based on aggregated 13F filings for Q2 2025.