Institutional Ownership Cohen & Steers Total Return Realty Fund Inc (RFI)
This table provides information about the institutional ownership of Cohen & Steers Total Return Realty Fund Inc (RFI). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $58.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,427,295
shares
|
$16.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
417,433
shares
|
$4.95 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
385,270
shares
|
$4.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 48.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
299,775
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
283,035
shares
|
$3.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
271,607
shares
|
$3.22 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
158,055
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
117,392
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 54.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
96,466
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
92,835
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
83,711
shares
|
$992,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
81,248
shares
|
$963,601
0.67% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
80,643
shares
|
$956,425
0.42% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
74,698
shares
|
$885,918
0.04% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
73,342
shares
|
$869,836
0.5% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
61,297
shares
|
$726,982
0.2% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
52,146
shares
|
$618,451
0.0% of portfolio
|
Q4 2024
Reduced 25.27%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
52,113
shares
|
$618,060
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
47,581
shares
|
$564,310
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
42,499
shares
|
$504,038
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
40,943
shares
|
$485,583
0.02% of portfolio
|
Q4 2024
Added 294.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,765
shares
|
$483,472
0.0% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
37,947
shares
|
$450,051
0.09% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
34,020
shares
|
$403,477
0.06% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
31,836
shares
|
$377,574
0.0% of portfolio
|
Q4 2024
New holding
|