Free Trial
→ INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off (From Traders Agency) (Ad)tc pixel Free RFI Stock Alerts

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

Cohen & Steers Total Return Realty Fund logo
$12.10 +0.07 (+0.54%)
Closing price 08/29/2025 03:55 PM Eastern
Extended Trading
$12.10 +0.01 (+0.08%)
As of 08/29/2025 04:09 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
40
Total
Institutional Inflows
(last 12 months)
$14.49M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.97M
Get RFI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cohen & Steers Total Return Realty Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

RFI Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Newbridge Financial Services Group Inc.8,977$108K0.0%N/A0.034%
8/15/2025 Bank of America Corp DE54,093$652K0.0%+5.7%0.203%
8/15/2025 Ameriprise Financial Inc.105,911$1.28M0.0%-5.3%0.397%
8/14/2025 Raymond James Financial Inc.77,057$929K0.0%-6.4%0.289%
8/13/2025 Northwestern Mutual Wealth Management Co.2,142$26K0.0%-46.2%0.008%
8/12/2025 WealthBridge Capital Management LLC66,683$804K0.2%-3.8%0.250%
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%
5/16/2025 Cape Investment Advisory Inc.4,973$60K0.0%N/A0.019%
5/15/2025 Royal 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%
5/14/2025 Northwestern Mutual Wealth Management Co.3,979$48K0.0%+77.1%0.015%
5/13/2025 Cresset Asset Management LLC11,494$139K0.0%N/A0.043%
5/12/2025 Invesco 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%
5/8/2025 Shufro 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%
4/25/2025 WealthBridge 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%
2/25/2025 Shufro Rose & Co. LLC13,000$151K0.0%-18.8%0.049%
2/18/2025 RB Capital Management LLC23,868$276K0.1%+7.0%0.090%
2/18/2025 Elequin Capital LP5,520$64K0.0%N/A0.021%
How “Trump’s New Dollar” Could Impact Your Wealth (Ad)

President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking and savings account… With this better, more technologically advanced dollar. President Trump himself called it a "big innovation"… And said that this new form of currency represents "American brilliance at its best."tc pixel

Click here now because Chase, Bank of America, Citigroup, Wells Fargo, and U.S. Bancorp…
2/17/2025 Colonial Trust Co SC2,500$29K0.0%N/A0.009%
2/17/2025 CoreCap Advisors LLC12,335$143K0.0%-33.9%0.046%
2/17/2025 Cetera Investment Advisers117,392$1.36M0.0%+54.1%0.442%
2/17/2025 Bank of America Corp DE52,146$604K0.0%-25.3%0.196%
2/17/2025 Ameriprise Financial Inc.96,466$1.12M0.0%+2.7%0.363%
2/14/2025 Jane Street Group LLC10,846$126K0.0%N/A0.041%
2/14/2025 Comerica Bank25,215$292K0.0%+1,160.8%0.095%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.47,581$551K0.4%N/A0.179%
2/13/2025 Raymond James Financial Inc.83,711$969K0.0%N/A0.315%
2/13/2025 Invesco Ltd.27,128$314K0.0%N/A0.102%
2/13/2025 Envestnet Asset Management Inc.31,836$369K0.0%N/A0.120%
2/13/2025 Wells Fargo & Company MN283,035$3.28M0.0%-2.9%1.066%
2/12/2025 Everstar 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%
2/6/2025 Raymond 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%
2/3/2025 WealthBridge Capital Management LLC61,297$710K0.2%+11.0%0.231%
2/3/2025 Private 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%
10/22/2024 Private Advisor Group LLC24,270$318K0.0%-4.2%0.091%
10/18/2024 Stratos Wealth Advisors LLC71,267$933K0.0%+2.4%0.268%
10/7/2024 WealthBridge 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%
2/14/2024 Waterloo 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%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.tc pixel

See his full breakdown of the seven stocks to own now
2/9/2024 Cornerstone Advisors LLC181,259$2.13M0.1%+31.2%0.685%
2/6/2024 Private 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%
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%
(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, 57 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 47 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 ($182.25K), Raymond James Financial Inc. ($167.42K), World Investment Advisors ($133.50K), Wolverine Asset Management LLC ($105.43K), International Assets Investment Management LLC ($69.49K), and Commonwealth Equity Services LLC ($57.39K).

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

Institutional investors have bought a total of 1,221,005 shares in the last 24 months. This purchase volume represents approximately $14.49M in transactions.

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

Of the 19 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 589,833 shares in the last 24 months. This volume of shares sold represents approximately $6.97M in transactions.


Related Companies

This page (NYSE:RFI) was last updated on 8/30/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel
Trump’s national nightmare is here
AI is no longer just about chatbots — it’s becoming the backbone of the global economy. While U.S. firms push ...
Porter & Company | Sponsoredtc pixel
New law could create $3.7 trillion tsunami.
During a meeting in Washington D.C., Jeff Brown discovered a bold initiative. He calls it “President Trump’...
Brownstone Research | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel