We are live on ! Find out more
RFI

Cohen & Steers Total Return Realty Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$376K +$378K +33,196 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$363K +$56.4K +4,959 +18%
WAM
28
Weinberger Asset Management
California
$337K -$11.8K -1,038 -3%
KAS
29
Kestra Advisory Services
Texas
$334K +$1.82K +160 +0.5%
WIA
30
Westbourne Investment Advisors
Maryland
$325K +$11.4K +1,000 +4%
WCM
31
WealthBridge Capital Management
Ohio
$318K +$24.9K +2,193 +8%
CAM
32
Cresset Asset Management
Illinois
$316K +$117K +10,327 +59%
Wells Fargo
33
Wells Fargo
California
$288K -$148K -12,986 -34%
SWA
34
Stratos Wealth Advisors
Ohio
$285K -$62.7K -5,510 -18%
AFS
35
Access Financial Services
Minnesota
$284K -$54.8K -4,820 -16%
XT
36
XTX Topco
Cayman Islands
$275K +$277K +24,332 New
DC
37
Davenport & Co
Virginia
$244K +$967 +85 +0.4%
SWP
38
Stratos Wealth Partners
Ohio
$239K -$2.73K -240 -1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$236K +$119K +10,466 +101%
FA
40
Freestate Advisors
Kansas
$233K +$4.87K +428 +2%
Nomura Holdings
41
Nomura Holdings
Japan
$226K +$227K +20,000 New
TA
42
TFB Advisors
Kansas
$206K
RCM
43
RB Capital Management
Nevada
$205K +$3.45K +303 +2%
NA
44
NewEdge Advisors
Louisiana
$190K -$2.62K -230 -1%
RIA
45
Realta Investment Advisors
Delaware
$172K
CRC
46
Curi RMB Capital
Illinois
$155K
AC
47
Almitas Capital
California
$152K +$153K +13,443 New
UBS Group
48
UBS Group
Switzerland
$145K +$9.51K +836 +7%
Jane Street
49
Jane Street
New York
$136K +$137K +12,027 New
MWM
50
Modern Wealth Management
Kansas
$131K