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

Cohen & Steers Total Return Realty Fund logo
$11.52 -0.08 (-0.69%)
As of 03:58 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)
35
Total
Institutional Inflows
(last 12 months)
$13.58M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$4.49M
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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
8/6/2026 Global Retirement Partners LLC3,123$66K0.0%N/A0.012%
8/6/2026 Global Retirement Partners LLC5,158$99K0.0%N/A0.019%
8/5/2026 Gridiron Partners LLC84,339$1.70M0.9%N/A0.316%
7/7/2026 CoreCap Advisors LLC37,792$428K0.0%+450.5%0.142%
5/19/2026Bank of America Corp DE60,733$677K0.0%+8.9%0.228%
5/18/2026Readystate Asset Management LP23,384$260K0.0%-84.7%0.088%
5/18/2026Royal Bank of Canada159,847$1.78M0.0%-1.2%0.599%
5/13/2026Cetera Investment Advisers139,784$1.56M0.0%-2.9%0.524%
5/8/2026 PNC Financial Services Group Inc.8,891$99K0.0%-35.7%0.033%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.40,109$447K0.3%-5.0%0.150%
5/6/2026 Independent Financial Group LLC249,465$2.78M0.1%N/A0.935%
5/4/2026 NWF Advisory Services Inc.33,425$372K0.0%+2.8%0.125%
5/1/2026 Fifth Third Bancorp27,811$310K0.0%N/A0.104%
5/1/2026 Mascoma Wealth Management LLC4,394$49K0.0%-22.2%0.016%
4/29/2026 Westbourne Investment Advisors Inc.27,700$309K0.1%+5.7%0.104%
4/27/2026 Private Advisor Group LLC71,941$801K0.0%+6.0%0.270%
4/17/2026 WealthBridge Capital Management LLC25,895$288K0.1%-62.0%0.097%
4/17/2026 Everstar Asset Management LLC77,948$868K0.5%-2.1%0.292%
2/23/2026Virtu Financial LLC11,594$128K0.0%N/A0.043%
2/19/2026Invesco Ltd.29,320$324K0.0%-11.3%0.110%
2/19/2026 Smith Asset Management Co. LLC333,986$3.69M3.0%-0.7%1.251%
2/18/2026Readystate Asset Management LP153,284$1.69M0.1%N/A0.574%
2/17/2026Cetera Investment Advisers143,949$1.59M0.0%+5.2%0.539%
2/17/2026Osaic Holdings Inc.742,553$8.21M0.0%+61.8%2.782%
2/17/2026Royal Bank of Canada161,738$1.79M0.0%-5.5%0.606%
2/16/2026Landscape Capital Management L.L.C.26,644$294K0.0%N/A0.100%
2/13/2026Stifel Financial Corp50,621$559K0.0%+56.9%0.190%
2/13/2026Heritage Wealth Advisors2,580$29K0.0%N/A0.010%
2/13/2026Wells Fargo & Company MN36,707$406K0.0%-21.7%0.138%
2/12/2026Jane Street Group LLC15,427$170K0.0%+26.7%0.058%
2/12/2026 Commonwealth Equity Services LLC328,101$3.63M0.0%-6.7%1.229%
2/11/2026 LPL Financial LLC269,380$2.98M0.0%-8.6%1.009%
2/10/2026 Marshall & Sterling Wealth Advisors Inc.42,208$466K0.3%-3.5%0.158%
2/10/2026Northwestern Mutual Wealth Management Co.3,675$41K0.0%+36.3%0.014%
2/6/2026 PNC Financial Services Group Inc.13,838$153K0.0%+11.4%0.052%
2/5/2026 Everstar Asset Management LLC79,648$880K0.4%-1.5%0.298%
2/3/2026RB Capital Management LLC18,930$209K0.0%-20.3%0.071%
2/3/2026 Patten & Patten Inc. TN44,301$490K0.0%N/A0.166%
2/2/2026Wolverine Asset Management LLC90,560$1.00M0.0%N/A0.339%
2/2/2026 CENTRAL TRUST Co4,382$48K0.0%-46.5%0.016%
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1/30/2026 Samalin Investment Counsel LLC75,491$834K0.3%-5.3%0.283%
1/29/2026Comerica Bank27,778$307K0.0%+3.9%0.104%
1/26/2026 Merit Financial Group LLC11,688$129K0.0%N/A0.044%
1/23/2026 Westbourne Investment Advisors Inc.26,200$290K0.1%-3.7%0.098%
1/23/2026 Sage Investment Counsel LLC10,000$110K0.1%N/A0.037%
1/21/2026 WealthBridge Capital Management LLC68,187$753K0.2%+1.7%0.255%
1/21/2026 Albion Financial Group UT2,895$32K0.0%-48.6%0.011%
1/21/2026 Access Financial Services Inc.39,977$442K0.2%-11.0%0.150%
1/20/2026Stratos Wealth Partners LTD.20,300$224K0.0%N/A0.076%
1/20/2026Stratos Wealth Advisors LLC30,596$338K0.0%-61.8%0.115%
1/13/2026 CoreCap Advisors LLC9,985$110K0.0%+17.7%0.037%
12/29/2025 Cape Investment Advisory Inc.3,473$42K0.0%-30.2%0.013%
11/17/2025NewEdge Advisors LLC16,598$201K0.0%+15.4%0.062%
11/17/2025Bank of America Corp DE63,287$766K0.0%+17.0%0.237%
11/17/2025Ameriprise Financial Inc.108,927$1.32M0.0%+2.8%0.408%
11/14/2025Raymond James Financial Inc.82,713$1.00M0.0%+7.3%0.310%
11/14/2025Newbridge Financial Services Group Inc.7,820$95K0.0%-12.9%0.029%
11/13/2025 Private Advisor Group LLC67,341$815K0.0%+106.7%0.252%
11/12/2025 Consolidated Portfolio Review Corp38,354$464K0.1%+5.7%0.144%
11/12/2025Cresset Asset Management LLC13,209$160K0.0%+7.4%0.049%
11/10/2025 Marshall & Sterling Wealth Advisors Inc.43,740$529K0.3%-5.2%0.164%
11/6/2025 CENTRAL TRUST Co8,189$99K0.0%-31.4%0.031%
11/6/2025Stratos Wealth Advisors LLC80,047$969K0.0%+6.2%0.300%
11/5/2025 Envestnet Asset Management Inc.30,570$370K0.0%-4.8%0.115%
11/3/2025 Smith Asset Management Co. LLC336,211$4.07M3.4%-1.7%1.260%
10/31/2025 NWF Advisory Services Inc.32,275$391K0.0%+5.6%0.121%
10/30/2025 Samalin Investment Counsel LLC79,714$965K0.3%+1.9%0.299%
10/27/2025 Eastern Bank3,779$46K0.0%N/A0.014%
10/20/2025 Access Financial Services Inc.44,902$543K0.2%-41.0%0.168%
9/9/2025 NWF Advisory Services Inc.30,575$369K0.0%+7.0%0.115%
9/4/2025Osaic Holdings Inc.457,715$5.52M0.0%+6.8%1.715%
8/19/2025Newbridge Financial Services Group Inc.8,977$108K0.0%N/A0.034%
8/15/2025Bank of America Corp DE54,093$652K0.0%+5.7%0.203%
8/15/2025Ameriprise Financial Inc.105,911$1.28M0.0%-5.3%0.397%
8/14/2025Raymond James Financial Inc.77,057$929K0.0%-6.4%0.289%
8/13/2025Northwestern 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%
8/8/2025Cetera 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%
8/7/2025Allworth Financial LP2,100$25K0.0%N/A0.008%
8/4/2025World Investment Advisors102,125$1.23M0.0%-23.5%0.383%
7/29/2025Stratos 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%
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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%


RFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 institutional investors and hedge funds held shares of Cohen & Steers Total Return Realty Fund. The most heavily invested institutionals were Osaic Holdings Inc. ($8.21M), Cambridge Investment Research Advisors Inc. ($3.71M), Smith Asset Management Co. LLC ($3.69M), Commonwealth Equity Services LLC ($3.63M), LPL Financial LLC ($2.98M), Independent Financial Group LLC ($2.78M), and Royal Bank of Canada ($1.78M).Learn more on Cohen & Steers Total Return Realty Fund's 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.

Of the 58 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), Osaic Holdings Inc. ($312.69K), Independent Financial Group LLC ($249.47K), Wolverine Asset Management LLC ($183.40K), Raymond James Financial Inc. ($173.08K), Readystate Asset Management LP ($153.28K), and World Investment Advisors ($133.50K).

Institutional investors have bought a total of 1,214,000 shares in the last 24 months. This purchase volume represents approximately $13.58M in transactions.

Of the 26 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: Readystate Asset Management LP ($129.90K), Stratos Wealth Advisors LLC ($49.45K), WealthBridge Capital Management LLC ($44.90K), Access Financial Services Inc. ($36.14K), LPL Financial LLC ($25.31K), Commonwealth Equity Services LLC ($23.54K), and Royal Bank of Canada ($11.26K).

Institutional investors have sold a total of 399,142 shares in the last 24 months. This volume of shares sold represents approximately $4.49M in transactions.


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Institutional ownership data for NYSE:RFI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
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