We are live on ! Find out more
RFI

Cohen & Steers Total Return Realty Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$228K
PAS
27
Park Avenue Securities
New York
$221K +$221K +18,875 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$218K +$237K +20,264 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$211K +$29.3K +2,508 +15%
MMHP
30
Murphy Middleton Hinkle & Parker
Georgia
$144K
CB
31
Chemical Bank
Michigan
$140K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$138K
SS
33
Simplicity Solutions
Minnesota
$127K +$138K +11,817 New
MSAM
34
Moloney Securities Asset Management
Missouri
$124K +$134K +11,505 New
CAN
35
Cetera Advisor Networks
California
$123K -$164K -14,008 -55%
IFWM
36
Institute for Wealth Management
Colorado
$120K +$130K +11,137 New
MIC
37
Meridian Investment Counsel
California
$119K +$2.16K +185 +2%
CIA
38
Capital Investment Advisors
Georgia
$117K
OC
39
Oppenheimer & Co
New York
$111K +$121K +10,328 New
MWM
40
Mascoma Wealth Management
New Hampshire
$69K +$9.35K +800 +14%
AF
41
Advisornet Financial
Minnesota
$67K -$11.7K -1,000 -14%
MA
42
MCF Advisors
Kentucky
$56K
GWM
43
Geneos Wealth Management
Colorado
$50K
ClearBridge Investments
44
ClearBridge Investments
New York
$16K
BWM
45
Baystate Wealth Management
Massachusetts
$15K +$304 +26 +2%
HT
46
Heritage Trust
Oklahoma
$12K
FHB
47
First Hawaiian Bank
Hawaii
$11K
PCG
48
Private Capital Group
Connecticut
$10K
OFW
49
Omnia Family Wealth
Florida
$7K
BWA
50
Burt Wealth Advisors
Maryland
$6K