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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
23.2K+ 1160.75% |
$267K - $306K
|
25.2K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.5KNew |
$28.8K - $32.9K
|
2.5K
$30.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$125K - $143K
|
10.8K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
52.1KNew |
$600K - $686K
|
52.1K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-10.5K- 11.44% |
$121K - $138K
|
81.2K
$978K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
10KNew |
$115K - $132K
|
10K
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-700- 63.23% |
$8.06K - $9.21K
|
407
$4.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8.81KNew |
$102K - $116K
|
8.81K
$106K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
92.8KNew |
$1.07M - $1.22M
|
92.8K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1K- 50.0% |
$11.5K - $13.2K
|
1K
$12K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 0.95% |
$346 - $395
|
3.13K
$37.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
263New |
$3.03K - $3.46K
|
263
$3.17K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
388New |
$4.45K - $5.19K
|
388
$4.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
70.9KNew |
$813K - $947K
|
70.9K
$853K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-112- 25.06% |
$1.28K - $1.5K
|
335
$4.03K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
328New |
$3.76K - $4.39K
|
328
$3.95K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
450New |
$5.16K - $6.02K
|
450
$5.42K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$150K - $175K
|
13.1K
$158K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.54K- 13.87% |
$52.1K - $60.7K
|
28.2K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.89K- 10.7% |
$56K - $65.3K
|
40.8K
$491K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
25.9KNew |
$277K - $306K
|
25.9K
$312K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48.5K- 81.0% |
$518K - $571K
|
11.4K
$137K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133+ 2.15% |
$1.42K - $1.57K
|
6.31K
$76K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-144- 32.65% |
$1.54K - $1.7K
|
297
$3.58K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
59New |
$630 - $696
|
59
$710
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.47KNew |
$39.9K - $42.5K
|
3.47K
$41.7K
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-640- 5.55% |
$7.37K - $7.85K
|
10.9K
$131K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.1K+ 10184.81% |
$185K - $197K
|
16.3K
$196K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-28- 0.16% |
$323 - $343
|
17.3K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 23.49% |
$124K - $132K
|
56.6K
$681K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-885- 4.1% |
$10.2K - $10.9K
|
20.7K
$249K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
871+ 0.8% |
$10K - $10.7K
|
110K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
396+ 2.23% |
$4.56K - $4.85K
|
18.2K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
65.3KNew |
$753K - $801K
|
65.3K
$787K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.51KNew |
$52K - $55.3K
|
4.51K
$54.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
28.3KNew |
$326K - $347K
|
28.3K
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42.5KNew |
$490K - $521K
|
42.5K
$512K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
231New |
$2.23K - $2.77K
|
231
$2.78K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 5.39% |
$10.7K - $13.3K
|
19.5K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
223New |
$2.15K - $2.67K
|
223
$2.68K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
231New |
$2.23K - $2.77K
|
231
$2.78K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 3.42% |
$1.93K - $2.4K
|
5.65K
$68K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
800New |
$8.29K - $9.51K
|
800
$9.63K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-985- 8.07% |
$10.2K - $11.7K
|
11.2K
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.7KNew |
$110K - $127K
|
10.7K
$128K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3K+ 38.01% |
$31.1K - $35.7K
|
10.9K
$131K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
600New |
$6.49K - $7.32K
|
600
$7.22K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
750New |
$8.11K - $9.15K
|
750
$9.03K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
844+ 104.2% |
$9.12K - $10.3K
|
1.65K
$19.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-710- 13.94% |
$7.68K - $8.66K
|
4.39K
$52.8K
|
|