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

Cohen & Steers Total Return Realty Fund logo
$12.71
-0.11 (-0.86%)
(As of 11/1/2024 ET)
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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)
15
Total
Institutional Inflows
(last 12 months)
$4.09M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$8.31M
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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
10/24/2024 Richardson Financial Services Inc.2,000$25K0.0%+100.0%0.008%
10/23/2024 CENTRAL TRUST Co33,256$435K0.0%-20.1%0.125%
10/22/2024 International Assets Investment Management LLC13,090$171K0.0%N/A0.049%
10/22/2024 Private Advisor Group LLC24,270$318K0.0%-4.2%0.091%
10/18/2024Stratos Wealth Advisors LLC71,267$933K0.0%+2.4%0.268%
10/7/2024 WealthBridge Capital Management LLC55,235$723K0.2%+16.0%0.208%
8/9/2024Cornerstone Advisors LLC61,386$710K0.0%+2,151.9%0.231%
8/1/2024 Consolidated Portfolio Review Corp30,409$352K0.1%+34.6%0.115%
7/31/2024Commonwealth Equity Services LLC766,652$8.86M0.0%-16.1%2.888%
7/26/2024 Cambridge 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%
4/30/2024 Consolidated 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%
4/25/2024 Cambridge Investment Research Advisors Inc.331,662$3.94M0.0%+5.5%1.249%
4/24/2024 CENTRAL TRUST Co75,011$892K0.0%-12.5%0.283%
4/22/2024 PFG Investments LLC28,264$336K0.0%N/A0.106%
2/14/2024Waterloo Capital L.P.21,598$254K0.0%N/A0.082%
2/9/2024 Cambridge 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%
2/6/2024 Private 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%
1/25/2024 International Assets Investment Management LLC28,200$331K0.0%N/A0.106%
1/24/2024 CENTRAL TRUST Co85,764$1.01M0.0%-15.7%0.324%
1/24/2024 International Assets Investment Management LLC28,200$331K0.0%N/A0.106%
1/19/2024 Cornerstone Management Inc.108,767$1.28M0.3%-37.9%0.411%
1/16/2024Raymond James Financial Services Advisors Inc.50,741$596K0.0%-25.5%0.192%
1/16/2024Raymond James & Associates32,666$384K0.0%+12.3%0.123%
1/16/2024CoreCap Advisors LLC11,570$136K0.0%-18.9%0.044%
11/14/2023Samalin Investment Counsel LLC79,189$830K0.5%-23.4%0.299%
11/13/2023LPL Financial LLC322,179$3.38M0.0%+0.7%1.217%
11/13/2023Wolverine Asset Management LLC121,250$1.27M0.0%+11.6%0.458%
11/9/2023Cornerstone Advisors LLC138,181$1.45M0.1%+51.9%0.522%
11/8/2023Landscape Capital Management L.L.C.15,811$166K0.0%-43.2%0.060%
11/8/2023Schnieders Capital Management LLC49,297$517K0.1%-11.8%0.186%
11/7/2023Johnson Midwest Financial LLC10,893$114K0.3%+38.0%0.041%
11/3/2023 Private Advisor Group LLC18,367$192K0.0%+31.2%0.069%
10/26/2023 CENTRAL TRUST Co101,711$1.07M0.0%-21.1%0.384%
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10/24/2023Raymond James Financial Services Advisors Inc.68,067$713K0.0%-10.8%0.257%
10/24/2023Raymond James & Associates29,078$305K0.0%-22.6%0.110%
10/24/2023 Cambridge Investment Research Advisors Inc.389,529$4.08M0.0%-1.5%1.471%
10/23/2023Commonwealth Equity Services LLC866,826$9.08M0.0%+7.1%3.274%
10/19/2023Quaker Wealth Management LLC63,743$668K0.3%+4.0%0.241%
10/17/2023Avior Wealth Management LLC11,200$117K0.0%-13.7%0.042%
10/5/2023 Cornerstone Management Inc.175,216$1.84M0.5%-4.7%0.662%
8/11/2023Cornerstone Advisors LLC90,998$1.04M0.0%N/A0.344%
8/11/2023Landscape Capital Management L.L.C.27,836$318K0.0%N/A0.105%
8/10/2023Commonwealth Equity Services LLC809,439$9.24M0.0%+7.3%3.057%
8/8/2023RB Capital Management LLC24,524$280K0.1%-3.5%0.093%
8/7/2023Wolverine Asset Management LLC108,652$1.24M0.0%N/A0.410%
8/3/2023Samalin Investment Counsel LLC103,324$1.18M0.6%-24.0%0.390%
8/3/2023Quaker Wealth Management LLC61,280$700K0.3%N/A0.231%
8/3/2023Shufro Rose & Co. LLC13,700$156K0.0%+7.9%0.052%
8/2/2023Sigma Planning Corp56,480$645K0.0%-3.5%0.213%
7/31/2023LPL Financial LLC319,929$3.65M0.0%+6.2%1.208%
7/26/2023 CENTRAL TRUST Co128,885$1.47M0.0%-36.0%0.487%
7/25/2023Raymond James Financial Services Advisors Inc.76,334$872K0.0%-3.6%0.288%
7/18/2023 TFB Advisors LLC17,024$194K0.1%N/A0.064%
7/13/2023 Cambridge Investment Research Advisors Inc.395,619$4.52M0.0%+3.6%1.494%
6/5/2023Level Four Advisory Services LLC10,573$128K0.0%N/A0.040%
5/19/2023 Trivant Custom Portfolio Group LLC6,871$83K0.1%N/A0.026%
5/11/2023 PFG Investments LLC32,820$398K0.1%N/A0.124%
5/11/2023 Cambridge Investment Research Advisors Inc.381,863$4.63M0.0%+31.1%1.442%
5/11/2023Commonwealth Equity Services LLC754,435$9.14M0.0%+8.8%2.849%
5/10/2023LPL Financial LLC301,371$3.65M0.0%+1.4%1.138%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC13,629$165K0.0%-29.7%0.051%
5/10/2023RB Capital Management LLC25,418$308K0.1%+11.8%0.096%
5/9/2023Samalin Investment Counsel LLC135,864$1.65M1.0%+3.6%0.513%
5/8/2023Sigma Planning Corp58,521$709K0.0%-3.5%0.221%
4/27/2023 DAVENPORT & Co LLC18,361$223K0.0%+7.9%0.069%
4/24/2023 Access Financial Services Inc.86,650$1.05M0.6%-3.5%0.327%
4/20/2023Antonetti Capital Management LLC4,200$51K0.1%-26.3%0.016%
4/19/2023 CENTRAL TRUST Co201,341$2.44M0.1%-1.1%0.760%
4/18/2023 Allworth Financial LP5,095$62K0.0%+23.3%0.019%
4/14/2023Raymond James Financial Services Advisors Inc.79,205$960K0.0%-3.8%0.299%
4/14/2023Raymond James & Associates38,207$463K0.0%-8.1%0.144%
2/10/2023Samalin Investment Counsel LLC131,203$1.61M1.0%-14.4%0.498%
2/10/2023CoreCap Advisors LLC19,671$241K0.0%+10.6%0.075%
2/10/2023Advisor Group Holdings Inc.280,533$3.43M0.0%+5.0%1.066%
2/8/2023UBS Group AG145,125$1.78M0.0%-2.1%0.551%
2/8/2023 Cambridge Investment Research Advisors Inc.291,380$3.56M0.0%+1.7%1.107%
2/7/2023Commonwealth Equity Services LLC693,344$8.48M0.0%+28.2%2.634%
2/7/2023LPL Financial LLC297,164$3.63M0.0%+1.3%1.129%
2/6/2023Burney Co.17,315$212K0.0%+7.5%0.066%
2/1/2023Antonetti Capital Management LLC5,700$70K0.1%+35.7%0.022%
1/26/2023 CENTRAL TRUST Co203,520$2.49M0.1%-20.9%0.773%
1/25/2023Cyndeo Wealth Partners LLC10,000$122K0.0%N/A0.038%
1/24/2023Sigma Planning Corp60,639$742K0.0%-7.2%0.230%
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1/18/2023 Private Advisor Group LLC13,925$170K0.0%+24.6%0.053%
11/15/2022Commonwealth Equity Services LLC541,026$6.54M0.0%+18.5%2.056%
11/10/2022Sigma Planning Corp65,334$789K0.0%-6.1%0.248%
11/10/2022 Strategic Advisors LLC11,101$134K0.0%-8.9%0.042%
11/10/2022Samalin Investment Counsel LLC153,283$1.85M1.4%+1.4%0.582%
11/10/2022UBS Group AG148,198$1.79M0.0%+2.7%0.563%
11/8/2022IFP Advisors Inc10,870$134K0.0%+29.0%0.041%
11/4/2022 Total Clarity Wealth Management Inc.10,760$130K0.1%-18.2%0.041%
10/26/2022Nelson Van Denburg & Campbell Wealth Management Group LLC20,401$246K0.0%N/A0.078%
10/25/2022Raymond James Financial Services Advisors Inc.82,414$996K0.0%-15.8%0.313%
(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, 42 institutional investors and hedge funds held shares of Cohen & Steers Total Return Realty Fund. The most heavily invested institutionals were Commonwealth Equity Services LLC ($8.86M), Cambridge Investment Research Advisors Inc. ($3.53M), Advisor Group Holdings Inc. ($3.43M), LPL Financial LLC ($3.38M), UBS Group AG ($1.78M), Cornerstone Management Inc. ($1.28M), and Wolverine Asset Management LLC ($1.27M).Learn more on RFI's institutional investors.

What percentage of Cohen & Steers Total Return Realty Fund stock is owned by institutional investors?

20.42% of Cohen & Steers Total Return Realty Fund 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 stock?

Of the 32 institutional investors that purchased Cohen & Steers Total Return Realty Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($410.12K), Cornerstone Advisors LLC ($239.92K), Cambridge Investment Research Advisors Inc. ($126.39K), Wolverine Asset Management LLC ($121.25K), International Assets Investment Management LLC ($69.49K), Quaker Wealth Management LLC ($63.74K), and PFG Investments LLC ($61.08K).

How much institutional buying is happening at Cohen & Steers Total Return Realty Fund?

Institutional investors have bought a total of 1,307,108 shares in the last 24 months. This purchase volume represents approximately $15.30M in transactions.

Which Cohen & Steers Total Return Realty Fund major shareholders have been selling company stock?

Of the 21 institutional investors that sold Cohen & Steers Total Return Realty Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($228.42K), CENTRAL TRUST Co ($190.54K), Cornerstone Advisors LLC ($178.53K), Cambridge Investment Research Advisors Inc. ($107.83K), Samalin Investment Counsel LLC ($78.76K), Cornerstone Management Inc. ($75.06K), and Sigma Planning Corp ($44.85K).

How much institutional selling is happening at Cohen & Steers Total Return Realty Fund?

Institutional investors have sold a total of 994,020 shares in the last 24 months. This volume of shares sold represents approximately $11.58M in transactions.


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This page (NYSE:RFI) was last updated on 11/2/2024 by MarketBeat.com Staff
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