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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
299+ 1.48% |
$3.2K - $3.65K
|
20.5K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.34K+ 3.83% |
$14.3K - $16.3K
|
36.3K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
109+ 2.02% |
$1.17K - $1.33K
|
5.52K
$66.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
143+ 1.32% |
$1.53K - $1.75K
|
11K
$132K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
133+ 0.68% |
$1.42K - $1.63K
|
19.7K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.03K+ 65.19% |
$11K - $12.6K
|
2.61K
$31.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 226.83% |
$10.9K - $12.5K
|
1.47K
$17.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-742- 3.05% |
$7.94K - $9.07K
|
23.5K
$284K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
882New |
$10.1K - $10.9K
|
882
$10.6K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.97KNew |
$56.9K - $61.7K
|
4.97K
$59.9K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-952- 1.83% |
$10.9K - $11.8K
|
51.2K
$616K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-690- 4.46% |
$7.89K - $8.56K
|
14.8K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.7K- 6.77% |
$1.11M - $1.2M
|
1.33M
$16M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.09K+ 5.75% |
$104K - $113K
|
167K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.52K+ 3.2% |
$17.4K - $18.9K
|
49.1K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 15.93% |
$176K - $191K
|
112K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.73K+ 77.08% |
$19.8K - $21.5K
|
3.98K
$47.9K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.47K- 4.3% |
$39.7K - $43K
|
77.2K
$929K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.3K- 42.46% |
$152K - $164K
|
18K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$131K - $143K
|
11.5K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 1.96% |
$229 - $248
|
1.04K
$12.5K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.5K- 7.58% |
$245K - $266K
|
262K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
153+ 2.01% |
$1.75K - $1.9K
|
7.76K
$93.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.42K- 1.7% |
$16.2K - $17.6K
|
82.3K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-3.71K- 67.17% |
$42.4K - $46K
|
1.81K
$21.8K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
939+ 2.96% |
$10.7K - $11.6K
|
32.6K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.66K+ 17.16% |
$53.3K - $57.7K
|
31.8K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.85K- 31.21% |
$44K - $47.7K
|
8.49K
$102K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.2K- 4.47% |
$197K - $213K
|
368K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
486+ 4.15% |
$5.56K - $6.03K
|
12.2K
$147K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.77K+ 6.77% |
$31.7K - $34.4K
|
43.7K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.09K- 5.5% |
$23.9K - $25.9K
|
35.9K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
37K+ 284.62% |
$423K - $459K
|
50K
$602K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
674+ 0.25% |
$7.71K - $8.36K
|
272K
$3.28M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.56K+ 4.73% |
$63.6K - $68.9K
|
123K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
35+ 0.12% |
$400 - $434
|
30.4K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 3.67% |
$31.3K - $34K
|
77.4K
$932K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
303+ 0.95% |
$3.47K - $3.76K
|
32.1K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
134KNew |
$1.53M - $1.66M
|
134K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.37K- 49.98% |
$15.7K - $17K
|
1.38K
$16.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.99K+ 13.03% |
$91.4K - $99.1K
|
69.3K
$834K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.11K+ 2.37% |
$81.3K - $88.1K
|
307K
$3.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.91K- 33.92% |
$102K - $110K
|
17.3K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.78K+ 3.78% |
$31.7K - $34.4K
|
76.1K
$916K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-500- 1.57% |
$5.72K - $6.2K
|
31.3K
$377K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$34.3 - $37.2
|
3
$36.1
|
|
| Q4 2024 | |||||||
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
1.81K+ 0.52% |
$20.8K - $23.8K
|
347K
$4.18M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.1K- 5.84% |
$289K - $330K
|
404K
$4.86M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
172New |
$1.98K - $2.26K
|
172
$2.07K
|
|