Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of COHEN & STEERS TOTAL RETURN REALTY FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
34.8K+ 106.73% |
$411K - $422K
|
67.3K
$768K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.3KNew |
$358K - $368K
|
30.3K
$346K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.3K+ 6.62% |
$216K - $222K
|
295K
$3.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
13.7KNew |
$162K - $166K
|
13.7K
$156K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$144K - $148K
|
12.2K
$139K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 3.95% |
$133K - $137K
|
297K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.19K+ 17.0% |
$109K - $112K
|
63.3K
$722K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.7KNew |
$79.2K - $81.3K
|
6.7K
$76.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.66K+ 5.12% |
$78.8K - $80.9K
|
137K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.66K+ 7.34% |
$66.9K - $68.7K
|
82.7K
$944K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.69K+ 6.23% |
$55.5K - $57K
|
80K
$913K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
3.78KNew |
$44.7K - $45.9K
|
3.78K
$43.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.02K+ 2.85% |
$35.6K - $36.6K
|
109K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.21K+ 15.37% |
$26.1K - $26.8K
|
16.6K
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.08K+ 5.73% |
$24.6K - $25.2K
|
38.4K
$438K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.7K+ 5.56% |
$20.1K - $20.6K
|
32.3K
$368K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.47K+ 1.88% |
$17.4K - $17.9K
|
79.7K
$910K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.36K+ 4.29% |
$16.1K - $16.5K
|
33.1K
$377K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.16KNew |
$13.7K - $14K
|
1.16K
$13.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14K+ 0.25% |
$13.5K - $13.9K
|
459K
$5.24M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1KNew |
$11.8K - $12.1K
|
1K
$11.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
905+ 7.36% |
$10.7K - $11K
|
13.2K
$151K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
593+ 5.01% |
$7.01K - $7.2K
|
12.4K
$142K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
578New |
$6.83K - $7.02K
|
578
$6.59K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
554+ 25.86% |
$6.55K - $6.73K
|
2.7K
$30.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
354+ 0.53% |
$4.18K - $4.3K
|
67K
$765K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
350New |
$4.14K - $4.25K
|
350
$3.99K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
299+ 1.46% |
$3.53K - $3.63K
|
20.8K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
190+ 0.81% |
$2.25K - $2.31K
|
23.7K
$271K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
160+ 2.02% |
$1.89K - $1.94K
|
8.07K
$92.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
150+ 0.15% |
$1.77K - $1.82K
|
102K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
111+ 2.01% |
$1.31K - $1.35K
|
5.63K
$64.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22+ 2.07% |
$260 - $267
|
1.08K
$12.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
20+ 0.07% |
$236 - $243
|
26.7K
$305K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19+ 1.35% |
$225 - $231
|
1.42K
$16.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-367- 0.45% |
$4.34K - $4.46K
|
80.8K
$922K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-500- 1.53% |
$5.91K - $6.07K
|
32.3K
$368K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-700- 52.63% |
$8.27K - $8.5K
|
630
$7.19K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.16K- 12.89% |
$13.7K - $14K
|
7.82K
$89.2K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.5K- 30.16% |
$17.7K - $18.2K
|
3.47K
$39.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.56K- 4.84% |
$18.4K - $18.9K
|
30.6K
$349K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.15K- 14.49% |
$25.4K - $26.1K
|
12.7K
$144K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-2.41K- 5.22% |
$28.5K - $29.2K
|
43.7K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.56K- 1.48% |
$30.3K - $31.1K
|
171K
$1.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.75K- 31.39% |
$44.3K - $45.5K
|
8.19K
$93.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-5.69K- 1.66% |
$67.3K - $69.1K
|
336K
$3.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.2K- 1.36% |
$204K - $209K
|
1.25M
$14.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18K- 4.86% |
$212K - $218K
|
352K
$4.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-31.2K- 41.01% |
$369K - $379K
|
44.9K
$512K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-206K- 81.43% |
$2.43M - $2.5M
|
46.9K
$535K
|
|