We are live on ! Find out more
RFI

Cohen & Steers Total Return Realty Fund

79 hedge funds and large institutions have $55.8M invested in Cohen & Steers Total Return Realty Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.49% less ownership

Funds ownership: 20.24%18.76% (-1.5%)

2% less funds holding

Funds holding: 8179 (-2)

7% less capital invested

Capital invested by funds: $59.7M → $55.8M (-$3.95M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
26
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.4M -$202K -17,727 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$8.64M +$372K +32,729 +4%
SAM
3
Smith Asset Management
Florida
$3.78M +$64.2K +5,645 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.34M -$318K -27,906 -9%
IFG
5
Independent Financial Group
California
$2.89M +$320K +28,081 +12%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.19M -$732K -64,373 -25%
LPL Financial
7
LPL Financial
California
$2.08M -$941K -82,679 -31%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.78M -$21.5K -1,891 -1%
Ameriprise
9
Ameriprise
Minnesota
$1.58M +$199K +17,474 +14%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.56M -$47.4K -4,165 -3%
EAM
11
Everstar Asset Management
North Carolina
$868K -$19.3K -1,700 -2%
SIC
12
Samalin Investment Counsel
New York
$842K +$1.14K +100 +0.1%
PAG
13
Private Advisor Group
New Jersey
$801K +$46.2K +4,062 +6%
Raymond James Financial
14
Raymond James Financial
Florida
$696K +$115K +10,111 +19%
Bank of America
15
Bank of America
North Carolina
$677K +$56.6K +4,972 +9%
SRC
16
Shufro Rose & Co
New York
$641K
PP
17
Patten & Patten
Tennessee
$538K +$45.1K +3,966 +9%
Stifel Financial
18
Stifel Financial
Missouri
$521K -$43.6K -3,829 -8%
PCA
19
Pallas Capital Advisors
Massachusetts
$473K
MSWA
20
Marshall & Sterling Wealth Advisors
New York
$447K -$23.9K -2,099 -5%
Wells Fargo
21
Wells Fargo
California
$428K +$19.1K +1,678 +5%
SCM
22
Schnieders Capital Management
California
$391K
NAS
23
NWF Advisory Services
California
$372K +$10.2K +900 +3%
SWA
24
Stratos Wealth Advisors
Ohio
$342K +$774 +68 +0.2%
WAM
25
Weinberger Asset Management
California
$338K -$11.2K -980 -3%

RFI Hedge Fund Activity: Q1 2026 in Review

79 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q1 2026, worth a combined $55.8M — down 6.6% from $59.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RFI and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 26 added.

The largest buyer was Osaic Holdings, adding an estimated $372K. The largest seller was Readystate Asset Management, cutting an estimated $1.48M.

  • 79 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q1 2026, down from 81 in Q4 2025.
  • Funds reported $55.8M of Cohen & Steers Total Return Realty Fund stock for Q1 2026, down 6.6% quarter-over-quarter.
  • 6 funds opened new Cohen & Steers Total Return Realty Fund positions in Q1 2026 and 7 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Total Return Realty Fund buyer in Q1 2026 was Osaic Holdings, an estimated $372K added.
  • The largest Cohen & Steers Total Return Realty Fund seller in Q1 2026 was Readystate Asset Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2026.