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Cohen & Steers Total Return Realty Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Strategic Advisors
New York
$126K – – –
Fiduciary Trust
52
Fiduciary Trust
Massachusetts
$121K – – –
Sage Investment Counsel
53
Sage Investment Counsel
Tennessee
$113K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$101K +$114 +10 +0.1%
Clearstead Advisors
55
Clearstead Advisors
Ohio
$97.4K +$2.04K +179 +2%
Institute for Wealth Management
56
Institute for Wealth Management
Colorado
$84.7K +$85.1K +7,485 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$75.8K – – –
Colonial Trust
58
Colonial Trust
South Carolina
$51.5K – – –
MWM
59
Mascoma Wealth Management
New Hampshire
$49.7K – – –
CIA
60
Cape Investment Advisory
Georgia
$39.3K +$39.5K +3,473 New
Central Trust Company
61
Central Trust Company
Missouri
$34.4K -$9.6K -847 -22%
Albion Financial Group
62
Albion Financial Group
Utah
$34.2K +$705 +62 +2%
Advisornet Financial
63
Advisornet Financial
Minnesota
$29.5K – – –
Heritage Wealth Advisors
64
Heritage Wealth Advisors
Virginia
$29.2K – – –
Farther Finance Advisors
65
Farther Finance Advisors
California
$22.3K – – –
Harbour Investments
66
Harbour Investments
Wisconsin
$13.5K – – –
Steward Partners Investment Advisory
67
Steward Partners Investment Advisory
New York
$13.1K +$273 +24 +2%
Richardson Financial Services
68
Richardson Financial Services
Massachusetts
$11.3K – – –
Atlantic Union Bankshares
69
Atlantic Union Bankshares
Virginia
$7.81K – – –
Mark Sheptoff Financial Planning
70
Mark Sheptoff Financial Planning
Connecticut
$7.01K – – –
Westfuller Advisors
71
Westfuller Advisors
New York
$6.97K +$136 +12 +2%
Premier Financial Group
72
Premier Financial Group
California
$5.6K +$5.63K +495 New
Hollencrest Capital Management
73
Hollencrest Capital Management
California
$5.09K – – –
Highline Wealth Partners
74
Highline Wealth Partners
California
$3.96K – – –
Armstrong Advisory Group
75
Armstrong Advisory Group
Massachusetts
$2.98K – – –