We are live on ! Find out more
RFI

Cohen & Steers Total Return Realty Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$173K +$1.96K +136 +1%
MIC
27
Meridian Investment Counsel
California
$170K +$2.21K +153 +1%
MSAM
28
Moloney Securities Asset Management
Missouri
$166K
IFWM
29
Institute for Wealth Management
Colorado
$165K
CAN
30
Cetera Advisor Networks
California
$150K -$13.9K -966 -9%
CFGS
31
Concourse Financial Group Securities
Alabama
$131K -$275K -19,095 -68%
RIA
32
Realta Investment Advisors
Delaware
$111K
AF
33
Advisornet Financial
Minnesota
$101K +$8.66K +600 +10%
MA
34
MCF Advisors
Kentucky
$78K
BL
35
Balentine LLC
Georgia
$52K +$50.5K +3,500 New
SPIA
36
Steward Partners Investment Advisory
New York
$46K +$173 +12 +0.4%
ClearBridge Investments
37
ClearBridge Investments
New York
$22K
QCIG
38
Quad-Cities Investment Group
Iowa
$22K
PA
39
Parallel Advisors
California
$17K
OIA
40
Optimum Investment Advisors
Illinois
$15K
PCG
41
Private Capital Group
Connecticut
$14K
GWM
42
Geneos Wealth Management
Colorado
$10K -$57.7K -4,000 -85%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$10K
BWA
44
Burt Wealth Advisors
Maryland
$8K
CIA
45
Cascade Investment Advisors
Oregon
$7.76K
AF
46
Allworth Financial
California
$4K +$72 +5 +2%
EIP
47
Ellis Investment Partners
Pennsylvania
$3K +$43 +3 +1%
FHA
48
Flagship Harbor Advisors
Massachusetts
$2K
BCI
49
Brinker Capital Investments
Pennsylvania
$1K
OA
50
Oxbow Advisors
Texas
-$512K -36,367 Closed