Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.3KNew |
$232K - $246K
|
20.3K
$232K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.7KNew |
$133K - $141K
|
11.7K
$133K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
10KNew |
$114K - $121K
|
10K
$114K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.5K+ 17.68% |
$17.1K - $18.2K
|
9.99K
$114K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
1.37K+ 10.8% |
$15.6K - $16.5K
|
14K
$160K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.15K+ 1.72% |
$13.1K - $13.9K
|
68.2K
$778K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
1.04K+ 3.9% |
$11.9K - $12.6K
|
27.8K
$317K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
494+ 33.51% |
$5.64K - $5.98K
|
1.97K
$22.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
326+ 1.57% |
$3.72K - $3.94K
|
21.2K
$241K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
12+ 2.08% |
$137 - $145
|
590
$6.73K
|
|
|
Jan 23, 2026
Q4 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1K- 3.68% |
$11.4K - $12.1K
|
26.2K
$299K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
SELL
|
- |
-2.73K- 48.56% |
$31.2K - $33.1K
|
2.9K
$33K
|
|
|
Jan 30, 2026
Q4 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4.22K- 5.3% |
$48.2K - $51.1K
|
75.5K
$861K
|
|
|
Jan 20, 2026
Q4 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.93K- 10.97% |
$56.2K - $59.6K
|
40K
$456K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-49.5K- 61.78% |
$564K - $598K
|
30.6K
$349K
|
|