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Cohen & Steers Total Return Realty Fund (RFI) Institutional Ownership

Cohen & Steers Total Return Realty Fund logo
$11.94 -0.04 (-0.29%)
Closing price 08/8/2025 03:58 PM Eastern
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$11.94 0.00 (0.00%)
As of 08/8/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cohen & Steers Total Return Realty Fund (NYSE:RFI)

Current
Institutional Ownership
Percentage
20.42%
Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$14.35M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.78M
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RFI Institutional Buying and Selling by Quarter

Cohen & Steers Total Return Realty Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Cornerstone Advisors LLC15,742$190K0.0%-64.0%0.059%
8/8/2025 Cetera Investment Advisers130,224$1.57M0.0%+5.9%0.488%
8/8/2025 Westbourne Investment Advisors Inc.27,200$328K0.1%N/A0.102%
8/7/2025 CENTRAL TRUST Co11,935$144K0.0%-31.2%0.045%
8/7/2025 Samalin Investment Counsel LLC78,241$944K0.4%+1.4%0.293%
8/7/2025 Allworth Financial LP2,100$25K0.0%N/A0.008%
8/4/2025 World Investment Advisors102,125$1.23M0.0%-23.5%0.383%
7/29/2025 Stratos Wealth Advisors LLC75,355$909K0.0%-2.7%0.282%
7/18/2025 Consolidated Portfolio Review Corp36,275$437K0.1%+3.8%0.136%
7/14/2025 AdvisorNet Financial Inc2,610$31K0.0%+65.2%0.010%
5/19/2025Smith Asset Management Co. LLC345,261$4.17M3.9%N/A1.293%
5/16/2025Cape Investment Advisory Inc.4,973$60K0.0%N/A0.019%
5/15/2025Royal Bank of Canada167,148$2.02M0.0%+5.8%0.626%
5/14/2025 Samalin Investment Counsel LLC77,173$933K0.4%-4.3%0.289%
5/14/2025Northwestern Mutual Wealth Management Co.3,979$48K0.0%+77.1%0.015%
5/13/2025Cresset Asset Management LLC11,494$139K0.0%N/A0.043%
5/12/2025Invesco Ltd.31,783$384K0.0%+17.2%0.119%
5/9/2025 Cornerstone Advisors LLC43,716$529K0.0%+6.8%0.164%
5/9/2025 Schnieders Capital Management LLC35,860$434K0.1%-5.5%0.134%
5/8/2025Shufro Rose & Co. LLC50,000$604K0.0%+284.6%0.187%
5/6/2025 Cetera Investment Advisers122,950$1.49M0.0%+4.7%0.461%
4/30/2025 Stratos Wealth Advisors LLC77,436$936K0.1%+3.7%0.290%
4/29/2025 World Investment Advisors133,500$1.61M0.0%N/A0.500%
4/25/2025WealthBridge Capital Management LLC69,286$838K0.2%+13.0%0.260%
4/23/2025 Golden State Wealth Management LLC2,749$33K0.0%+103.9%0.010%
4/23/2025 Consolidated Portfolio Review Corp34,938$422K0.1%+2.7%0.131%
4/23/2025 FORM Wealth Advisors LLC10,808$131K0.0%N/A0.040%
4/22/2025 Cambridge Investment Research Advisors Inc.306,880$3.71M0.0%+2.4%1.150%
4/18/2025 CENTRAL TRUST Co17,347$210K0.0%-33.9%0.065%
4/17/2025 Access Financial Services Inc.76,117$920K0.4%+3.8%0.285%
4/9/2025 Freestate Advisors LLC19,609$237K0.2%+52.1%0.073%
2/25/2025Shufro Rose & Co. LLC13,000$151K0.0%-18.8%0.049%
2/18/2025 RB Capital Management LLC23,868$276K0.1%+7.0%0.090%
2/18/2025Elequin Capital LP5,520$64K0.0%N/A0.021%
2/17/2025Colonial Trust Co SC2,500$29K0.0%N/A0.009%
2/17/2025CoreCap Advisors LLC12,335$143K0.0%-33.9%0.046%
2/17/2025 Cetera Investment Advisers117,392$1.36M0.0%+54.1%0.442%
2/17/2025Bank of America Corp DE52,146$604K0.0%-25.3%0.196%
2/17/2025Ameriprise Financial Inc.96,466$1.12M0.0%+2.7%0.363%
2/14/2025Jane Street Group LLC10,846$126K0.0%N/A0.041%
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2/14/2025Comerica Bank25,215$292K0.0%+1,160.8%0.095%
2/14/2025Marshall & Sterling Wealth Advisors Inc.47,581$551K0.4%N/A0.179%
2/13/2025Raymond James Financial Inc.83,711$969K0.0%N/A0.315%
2/13/2025Invesco Ltd.27,128$314K0.0%N/A0.102%
2/13/2025 Envestnet Asset Management Inc.31,836$369K0.0%N/A0.120%
2/13/2025Wells Fargo & Company MN283,035$3.28M0.0%-2.9%1.066%
2/12/2025Everstar Asset Management LLC81,248$941K0.7%-11.4%0.306%
2/11/2025 Samalin Investment Counsel LLC80,643$934K0.4%+13.4%0.304%
2/11/2025 Next Capital Management LLC10,010$116K0.0%N/A0.038%
2/10/2025 Commonwealth Equity Services LLC385,270$4.46M0.0%-48.9%1.451%
2/7/2025 Cornerstone Advisors LLC40,943$474K0.0%+294.2%0.154%
2/7/2025 PNC Financial Services Group Inc.11,706$136K0.0%+65.3%0.044%
2/6/2025Raymond James Financial Inc.83,711$969K0.0%N/A0.315%
2/3/2025 Compass Planning Associates Inc8,813$102K0.1%N/A0.033%
2/3/2025 Wolverine Asset Management LLC92,835$1.08M0.0%N/A0.350%
2/3/2025WealthBridge Capital Management LLC61,297$710K0.2%+11.0%0.231%
2/3/2025Private Advisor Group LLC30,376$352K0.0%+25.2%0.114%
1/27/2025 Consolidated Portfolio Review Corp34,020$394K0.1%+10.0%0.128%
1/27/2025 Stratos Wealth Advisors LLC74,698$865K0.0%+4.8%0.281%
1/24/2025 CENTRAL TRUST Co26,252$304K0.0%-21.1%0.099%
1/16/2025 Access Financial Services Inc.73,342$849K0.4%-9.4%0.276%
1/14/2025 Freestate Advisors LLC12,888$149K0.2%N/A0.049%
11/18/2024 RB Capital Management LLC22,306$292K0.1%-11.1%0.084%
11/8/2024 Cornerstone Advisors LLC10,386$136K0.0%-83.1%0.039%
10/24/2024 Richardson Financial Services Inc.2,000$25K0.0%+100.0%0.008%
10/23/2024 CENTRAL TRUST Co33,256$435K0.0%-20.1%0.125%
10/22/2024 International Assets Investment Management LLC13,090$171K0.0%N/A0.049%
10/22/2024Private Advisor Group LLC24,270$318K0.0%-4.2%0.091%
10/18/2024 Stratos Wealth Advisors LLC71,267$933K0.0%+2.4%0.268%
10/7/2024WealthBridge Capital Management LLC55,235$723K0.2%+16.0%0.208%
8/9/2024 Cornerstone Advisors LLC61,386$710K0.0%+2,151.9%0.231%
8/1/2024 Consolidated Portfolio Review Corp30,409$352K0.1%+34.6%0.115%
7/31/2024 Commonwealth Equity Services LLC766,652$8.86M0.0%-16.1%2.888%
7/26/2024 Cambridge Investment Research Advisors Inc.304,942$3.53M0.0%-8.1%1.149%
5/14/2024 RB Capital Management LLC24,925$296K0.1%+3.9%0.094%
5/10/2024 Cornerstone Advisors LLC2,726$32K0.0%-98.5%0.010%
4/30/2024 Consolidated Portfolio Review Corp22,585$269K0.1%N/A0.085%
4/29/2024 Commonwealth Equity Services LLC913,679$10.86M0.0%-8.2%3.441%
4/25/2024 Schnieders Capital Management LLC47,697$567K0.1%-4.0%0.180%
4/25/2024 Cambridge Investment Research Advisors Inc.331,662$3.94M0.0%+5.5%1.249%
4/24/2024 CENTRAL TRUST Co75,011$892K0.0%-12.5%0.283%
4/22/2024 PFG Investments LLC28,264$336K0.0%N/A0.106%
2/14/2024Waterloo Capital L.P.21,598$254K0.0%N/A0.082%
2/9/2024 Cambridge Investment Research Advisors Inc.314,511$3.70M0.0%-19.3%1.188%
2/9/2024 Cornerstone Advisors LLC181,259$2.13M0.1%+31.2%0.685%
2/6/2024Private Advisor Group LLC16,825$198K0.0%-8.4%0.064%
2/6/2024 RB Capital Management LLC23,980$282K0.1%-4.1%0.091%
2/1/2024 Sigma Planning Corp25,001$294K0.0%-56.0%0.094%
1/25/2024 International Assets Investment Management LLC28,200$331K0.0%N/A0.106%
1/24/2024 CENTRAL TRUST Co85,764$1.01M0.0%-15.7%0.324%
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1/24/2024 International Assets Investment Management LLC28,200$331K0.0%N/A0.106%
1/19/2024 Cornerstone Management Inc.108,767$1.28M0.3%-37.9%0.411%
1/16/2024Raymond James Financial Services Advisors Inc.50,741$596K0.0%-25.5%0.192%
1/16/2024Raymond James & Associates32,666$384K0.0%+12.3%0.123%
1/16/2024CoreCap Advisors LLC11,570$136K0.0%-18.9%0.044%
11/14/2023 Samalin Investment Counsel LLC79,189$830K0.5%-23.4%0.299%
11/13/2023LPL Financial LLC322,179$3.38M0.0%+0.7%1.217%
11/13/2023 Wolverine Asset Management LLC121,250$1.27M0.0%+11.6%0.458%
11/9/2023 Cornerstone Advisors LLC138,181$1.45M0.1%+51.9%0.522%
11/8/2023Landscape Capital Management L.L.C.15,811$166K0.0%-43.2%0.060%
(Data available from 1/1/2016 forward)

RFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RFI shares?

During the previous two years, 56 institutional investors and hedge funds held shares of Cohen & Steers Total Return Realty Fund. The most heavily invested institutionals were Commonwealth Equity Services LLC ($4.46M), Smith Asset Management Co. LLC ($4.17M), Cambridge Investment Research Advisors Inc. ($3.71M), LPL Financial LLC ($3.38M), Wells Fargo & Company MN ($3.28M), Royal Bank of Canada ($2.02M), and Cetera Investment Advisers ($1.57M).Learn more on Cohen & Steers Total Return Realty Fund's institutional investors.

What percentage of Cohen & Steers Total Return Realty Fund's stock is owned by institutional investors?

20.42% of Cohen & Steers Total Return Realty Fund's stock is owned by institutional investors. Learn more on RFI's institutional investor holdings.

Which institutional investors have been buying Cohen & Steers Total Return Realty Fund's stock?

Of the 46 institutional investors that purchased Cohen & Steers Total Return Realty Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Smith Asset Management Co. LLC ($345.26K), Cornerstone Advisors LLC ($273.25K), Raymond James Financial Inc. ($167.42K), World Investment Advisors ($133.50K), Commonwealth Equity Services LLC ($112.39K), Wolverine Asset Management LLC ($105.43K), and International Assets Investment Management LLC ($69.49K).

How much institutional buying is happening at Cohen & Steers Total Return Realty Fund?

Institutional investors have bought a total of 1,209,129 shares in the last 24 months. This purchase volume represents approximately $14.35M in transactions.

Which of Cohen & Steers Total Return Realty Fund's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Cohen & Steers Total Return Realty Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($369.10K), Cornerstone Advisors LLC ($78.97K), World Investment Advisors ($31.38K), CENTRAL TRUST Co ($29.69K), Bank of America Corp DE ($17.63K), Everstar Asset Management LLC ($10.50K), and Wells Fargo & Company MN ($8.50K).

How much institutional selling is happening at Cohen & Steers Total Return Realty Fund?

Institutional investors have sold a total of 574,237 shares in the last 24 months. This volume of shares sold represents approximately $6.78M in transactions.


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This page (NYSE:RFI) was last updated on 8/10/2025 by MarketBeat.com Staff
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