Latest Institutional Purchases of Cohen & Steers Total Return Realty Fund Inc (RFI)
This list provides information on the latest institutional transactions involving Cohen & Steers Total Return Realty Fund Inc (RFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
27.2KNew |
$291K - $332K
|
27.2K
$324K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.27K+ 5.92% |
$77.8K - $88.9K
|
130K
$1.55M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.53K+ 3.9% |
$69.8K - $79.8K
|
174K
$2.07M
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.54K+ 250.44% |
$48.6K - $55.5K
|
6.35K
$75.7K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.11K+ 1.51% |
$44K - $50.3K
|
276K
$3.29M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.9K+ 5.66% |
$31K - $35.4K
|
54.1K
$645K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.16K+ 7.11% |
$23.1K - $26.4K
|
32.6K
$388K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.1KNew |
$22.5K - $25.7K
|
2.1K
$25K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.55K+ 0.42% |
$16.5K - $18.9K
|
370K
$4.41M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.5K+ 5.95% |
$16K - $18.3K
|
26.7K
$318K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.34K+ 3.83% |
$14.3K - $16.3K
|
36.3K
$432K
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.33KNew |
$14.2K - $16.3K
|
1.33K
$15.9K
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.07K+ 1.38% |
$11.4K - $13.1K
|
78.2K
$933K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.03K+ 65.19% |
$11K - $12.6K
|
2.61K
$31.1K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 226.83% |
$10.9K - $12.5K
|
1.47K
$17.6K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
810+ 7.05% |
$8.67K - $9.9K
|
12.3K
$147K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
299+ 1.48% |
$3.2K - $3.65K
|
20.5K
$245K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
157+ 2.02% |
$1.68K - $1.92K
|
7.91K
$94.3K
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
143+ 1.32% |
$1.53K - $1.75K
|
11K
$131K
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
133+ 0.68% |
$1.42K - $1.63K
|
19.7K
$235K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
120+ 0.37% |
$1.28K - $1.47K
|
32.8K
$391K
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
109+ 2.02% |
$1.17K - $1.33K
|
5.52K
$65.8K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
28+ 2.04% |
$300 - $342
|
1.4K
$16.7K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 2.02% |
$225 - $257
|
1.06K
$12.7K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
37K+ 284.62% |
$423K - $459K
|
50K
$596K
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
28.6KNew |
$327K - $354K
|
28.6K
$341K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.97KNew |
$56.9K - $61.7K
|
4.97K
$59.3K
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.78K+ 3.78% |
$31.7K - $34.4K
|
76.1K
$907K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
882New |
$10.1K - $10.9K
|
882
$10.5K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$34.3 - $37.2
|
3
$35.8
|
|
Q4 2024 | |||||||
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
92.8KNew |
$1.07M - $1.22M
|
92.8K
$1.11M
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
52.1KNew |
$600K - $686K
|
52.1K
$621K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$125K - $143K
|
10.8K
$129K
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
10KNew |
$115K - $132K
|
10K
$119K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8.81KNew |
$102K - $116K
|
8.81K
$105K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.5KNew |
$28.8K - $32.9K
|
2.5K
$29.8K
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
1.81K+ 0.52% |
$20.8K - $23.8K
|
347K
$4.14M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
263New |
$3.03K - $3.46K
|
263
$3.13K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
172New |
$1.98K - $2.26K
|
172
$2.05K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
70.9KNew |
$813K - $947K
|
70.9K
$845K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$150K - $175K
|
13.1K
$156K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
450New |
$5.16K - $6.02K
|
450
$5.36K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
388New |
$4.45K - $5.19K
|
388
$4.62K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
328New |
$3.76K - $4.39K
|
328
$3.91K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
25.9KNew |
$277K - $306K
|
25.9K
$309K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133+ 2.15% |
$1.42K - $1.57K
|
6.31K
$75.3K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
59New |
$630 - $696
|
59
$703
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
65.3KNew |
$753K - $801K
|
65.3K
$779K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42.5KNew |
$490K - $521K
|
42.5K
$507K
|