Free Trial
→ Nvidia Times 1,000,000 (From Paradigm Press) (Ad)tc pixel Free RFI Stock Alerts

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

Cohen & Steers Total Return Realty Fund logo
$11.91 -0.04 (-0.37%)
As of 02:03 PM Eastern
This is a fair market value 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)
42
Total
Institutional Inflows
(last 12 months)
$14.86M
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
9/9/2025 NWF Advisory Services Inc.30,575$369K0.0%+7.0%0.115%
9/4/2025 Osaic Holdings Inc.457,715$5.52M0.0%+6.8%1.715%
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%
5/16/2025Cape Investment Advisory Inc.4,973$60K0.0%N/A0.019%
5/15/2025Royal Bank of Canada167,148$2.02M0.0%+5.8%0.626%
5/14/2025Samalin 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%
5/9/2025Cornerstone Advisors LLC43,716$529K0.0%+6.8%0.164%
5/9/2025Schnieders Capital Management LLC35,860$434K0.1%-5.5%0.134%
5/8/2025Shufro Rose & Co. LLC50,000$604K0.0%+284.6%0.187%
5/6/2025Cetera Investment Advisers122,950$1.49M0.0%+4.7%0.461%
4/30/2025Stratos Wealth Advisors LLC77,436$936K0.1%+3.7%0.290%
4/29/2025World Investment Advisors133,500$1.61M0.0%N/A0.500%
4/25/2025WealthBridge Capital Management LLC69,286$838K0.2%+13.0%0.260%
4/23/2025Golden State Wealth Management LLC2,749$33K0.0%+103.9%0.010%
4/23/2025Consolidated Portfolio Review Corp34,938$422K0.1%+2.7%0.131%
4/23/2025FORM Wealth Advisors LLC10,808$131K0.0%N/A0.040%
4/22/2025Cambridge Investment Research Advisors Inc.306,880$3.71M0.0%+2.4%1.150%
4/18/2025CENTRAL TRUST Co17,347$210K0.0%-33.9%0.065%
4/17/2025Access Financial Services Inc.76,117$920K0.4%+3.8%0.285%
4/9/2025Freestate Advisors LLC19,609$237K0.2%+52.1%0.073%
2/25/2025Shufro Rose & Co. LLC13,000$151K0.0%-18.8%0.049%
2/18/2025RB 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%
2/17/2025Cetera 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%
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%
2/13/2025Envestnet 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%
2/11/2025Samalin Investment Counsel LLC80,643$934K0.4%+13.4%0.304%
2/11/2025Next Capital Management LLC10,010$116K0.0%N/A0.038%
2/10/2025Commonwealth Equity Services LLC385,270$4.46M0.0%-48.9%1.451%
2/7/2025Cornerstone Advisors LLC40,943$474K0.0%+294.2%0.154%
2/7/2025PNC 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%
2/3/2025Compass Planning Associates Inc8,813$102K0.1%N/A0.033%
2/3/2025Wolverine 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%
1/27/2025Consolidated Portfolio Review Corp34,020$394K0.1%+10.0%0.128%
1/27/2025Stratos Wealth Advisors LLC74,698$865K0.0%+4.8%0.281%
1/24/2025CENTRAL TRUST Co26,252$304K0.0%-21.1%0.099%
1/16/2025Access Financial Services Inc.73,342$849K0.4%-9.4%0.276%
1/14/2025Freestate Advisors LLC12,888$149K0.2%N/A0.049%
11/18/2024RB Capital Management LLC22,306$292K0.1%-11.1%0.084%
11/8/2024Cornerstone Advisors LLC10,386$136K0.0%-83.1%0.039%
10/24/2024Richardson Financial Services Inc.2,000$25K0.0%+100.0%0.008%
10/23/2024CENTRAL TRUST Co33,256$435K0.0%-20.1%0.125%
10/22/2024International Assets Investment Management LLC13,090$171K0.0%N/A0.049%
10/22/2024Private Advisor Group LLC24,270$318K0.0%-4.2%0.091%
10/18/2024Stratos Wealth Advisors LLC71,267$933K0.0%+2.4%0.268%
10/7/2024WealthBridge Capital Management LLC55,235$723K0.2%+16.0%0.208%
8/9/2024Cornerstone Advisors LLC61,386$710K0.0%+2,151.9%0.231%
8/1/2024Consolidated Portfolio Review Corp30,409$352K0.1%+34.6%0.115%
7/31/2024Commonwealth Equity Services LLC766,652$8.86M0.0%-16.1%2.888%
7/26/2024Cambridge Investment Research Advisors Inc.304,942$3.53M0.0%-8.1%1.149%
5/14/2024RB Capital Management LLC24,925$296K0.1%+3.9%0.094%
5/10/2024Cornerstone Advisors LLC2,726$32K0.0%-98.5%0.010%
4/30/2024Consolidated Portfolio Review Corp22,585$269K0.1%N/A0.085%
4/29/2024Commonwealth Equity Services LLC913,679$10.86M0.0%-8.2%3.441%
4/25/2024Schnieders Capital Management LLC47,697$567K0.1%-4.0%0.180%
4/25/2024Cambridge Investment Research Advisors Inc.331,662$3.94M0.0%+5.5%1.249%
4/24/2024CENTRAL TRUST Co75,011$892K0.0%-12.5%0.283%
4/22/2024PFG Investments LLC28,264$336K0.0%N/A0.106%
2/14/2024Waterloo Capital L.P.21,598$254K0.0%N/A0.082%
2/9/2024Cambridge Investment Research Advisors Inc.314,511$3.70M0.0%-19.3%1.188%
2/9/2024Cornerstone Advisors LLC181,259$2.13M0.1%+31.2%0.685%
2/6/2024Private Advisor Group LLC16,825$198K0.0%-8.4%0.064%
2/6/2024RB Capital Management LLC23,980$282K0.1%-4.1%0.091%
2/1/2024Sigma Planning Corp25,001$294K0.0%-56.0%0.094%
1/25/2024International Assets Investment Management LLC28,200$331K0.0%N/A0.106%
1/24/2024CENTRAL TRUST Co85,764$1.01M0.0%-15.7%0.324%
1/24/2024International Assets Investment Management LLC28,200$331K0.0%N/A0.106%
1/19/2024Cornerstone Management Inc.108,767$1.28M0.3%-37.9%0.411%
(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, 59 institutional investors and hedge funds held shares of Cohen & Steers Total Return Realty Fund. The most heavily invested institutionals were Osaic Holdings Inc. ($5.52M), 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), and Royal Bank of Canada ($2.02M).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 49 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 1,252,004 shares in the last 24 months. This purchase volume represents approximately $14.86M 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 9/22/2025 by MarketBeat.com Staff
From Our Partners
What The Silver Boom Could Mean For You…
AI, electric vehicles, and even global central banks are quietly fueling record demand for silver. This once-o...
Goldco Precious Metals | Sponsoredtc pixel
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
Why More Investors Are Using Family Trusts to Protect Their Wealth
For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensur...
SmartAsset | Sponsoredtc pixel
Recession Risk: 90% — Are Your Savings Ready?
Moody's latest report shows one-third of U.S. economic activity is already in recession or at high risk.
Lear Capital | Sponsoredtc pixel
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | 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
Trump’s new nightmare begins
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
Prepare for the “Mar-a-Lago Accord” Money Shock
Why Are Wall Street Insiders Moving Their Money to This ONE Asset? Something far more consequential for you...
Stansberry Research | Sponsoredtc pixel