Cohen & Steers Total Return Realty Fund
RFI
81 hedge funds and large institutions have $59.7M invested in Cohen & Steers Total Return Realty Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 9 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1.19% more ownership
Funds ownership: 19.06% → 20.24% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $61.5M → $59.7M (-$1.81M)
1% less funds holding
Funds holding: 82 → 81 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.24M |
| 2 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$1.75M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.03M |
| 4 |
PP
Patten & Patten
Chattanooga,
Tennessee
|
+$506K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$1.24M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$565K |
| 3 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$464K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$404K |
| 5 |
Morgan Stanley
New York
|
-$386K |
RFI Hedge Fund Activity: Q4 2025 in Review
81 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q4 2025, worth a combined $59.7M — down 2.9% from $61.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new RFI positions and 9 closed out — a net gain of 1 holder — while 24 added to existing stakes and 21 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $3.24M. The largest seller was World Investment Advisors, exiting entirely with an estimated $1.24M sold.
- 81 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q4 2025, down from 82 in Q3 2025.
- Funds reported $59.7M of Cohen & Steers Total Return Realty Fund stock for Q4 2025, down 2.9% quarter-over-quarter.
- 10 funds opened new Cohen & Steers Total Return Realty Fund positions in Q4 2025 and 9 closed out, a net change of +1 holder.
- The largest Cohen & Steers Total Return Realty Fund buyer in Q4 2025 was Osaic Holdings, an estimated $3.24M added.
- The largest Cohen & Steers Total Return Realty Fund seller in Q4 2025 was World Investment Advisors, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2025.