Latest Institutional Transactions on Cohen & Steers Total Return Realty Fund Inc (RFI)
This table provides information on the latest institutional transactions involving Cohen & Steers Total Return Realty Fund Inc (RFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14K+ 0.25% |
$13.5K - $13.9K
|
459K
$5.24M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.02K+ 2.85% |
$35.6K - $36.6K
|
109K
$1.24M
|
|
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.2K- 1.36% |
$204K - $209K
|
1.25M
$14.3M
|
|
|
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 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.21K+ 15.37% |
$26.1K - $26.8K
|
16.6K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
554+ 25.86% |
$6.55K - $6.73K
|
2.7K
$30.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
13.7KNew |
$162K - $166K
|
13.7K
$156K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-206K- 81.43% |
$2.43M - $2.5M
|
46.9K
$535K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.16K- 12.89% |
$13.7K - $14K
|
7.82K
$89.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.15K- 14.49% |
$25.4K - $26.1K
|
12.7K
$144K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
20+ 0.07% |
$236 - $243
|
26.7K
$305K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$144K - $148K
|
12.2K
$139K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.36K+ 4.29% |
$16.1K - $16.5K
|
33.1K
$377K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.3KNew |
$358K - $368K
|
30.3K
$346K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 3.95% |
$133K - $137K
|
297K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22+ 2.07% |
$260 - $267
|
1.08K
$12.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.3K+ 6.62% |
$216K - $222K
|
295K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-500- 1.53% |
$5.91K - $6.07K
|
32.3K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
905+ 7.36% |
$10.7K - $11K
|
13.2K
$151K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.08K+ 5.73% |
$24.6K - $25.2K
|
38.4K
$438K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
34.8K+ 106.73% |
$411K - $422K
|
67.3K
$768K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-367- 0.45% |
$4.34K - $4.46K
|
80.8K
$922K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
160+ 2.02% |
$1.89K - $1.94K
|
8.07K
$92.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
593+ 5.01% |
$7.01K - $7.2K
|
12.4K
$142K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
354+ 0.53% |
$4.18K - $4.3K
|
67K
$765K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.16KNew |
$13.7K - $14K
|
1.16K
$13.2K
|
|
|
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 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.69K+ 6.23% |
$55.5K - $57K
|
80K
$913K
|
|
|
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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.56K- 4.84% |
$18.4K - $18.9K
|
30.6K
$349K
|
|
|
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 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19+ 1.35% |
$225 - $231
|
1.42K
$16.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-700- 52.63% |
$8.27K - $8.5K
|
630
$7.19K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
578New |
$6.83K - $7.02K
|
578
$6.59K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.47K+ 1.88% |
$17.4K - $17.9K
|
79.7K
$910K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
3.78KNew |
$44.7K - $45.9K
|
3.78K
$43.1K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1KNew |
$11.8K - $12.1K
|
1K
$11.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18K- 4.86% |
$212K - $218K
|
352K
$4.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
190+ 0.81% |
$2.25K - $2.31K
|
23.7K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
111+ 2.01% |
$1.31K - $1.35K
|
5.63K
$64.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-31.2K- 41.01% |
$369K - $379K
|
44.9K
$512K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
150+ 0.15% |
$1.77K - $1.82K
|
102K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
299+ 1.46% |
$3.53K - $3.63K
|
20.8K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
350New |
$4.14K - $4.25K
|
350
$3.99K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.53K+ 3.9% |
$69.8K - $79.8K
|
174K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|