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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.34K+ 3.83% |
$14.3K - $16.3K
|
36.3K
$435K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.03K+ 65.19% |
$11K - $12.6K
|
2.61K
$31.3K
|
|
|
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 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
299+ 1.48% |
$3.2K - $3.65K
|
20.5K
$246K
|
|
|
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
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
109+ 2.02% |
$1.17K - $1.33K
|
5.52K
$66.2K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
134KNew |
$1.53M - $1.66M
|
134K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
37K+ 284.62% |
$423K - $459K
|
50K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 15.93% |
$176K - $191K
|
112K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$131K - $143K
|
11.5K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.09K+ 5.75% |
$104K - $113K
|
167K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.99K+ 13.03% |
$91.4K - $99.1K
|
69.3K
$831K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.11K+ 2.37% |
$81.3K - $88.1K
|
307K
$3.68M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.56K+ 4.73% |
$63.6K - $68.9K
|
123K
$1.48M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.97KNew |
$56.9K - $61.7K
|
4.97K
$59.7K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.66K+ 17.16% |
$53.3K - $57.7K
|
31.8K
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.78K+ 3.78% |
$31.7K - $34.4K
|
76.1K
$913K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.77K+ 6.77% |
$31.7K - $34.4K
|
43.7K
$525K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 3.67% |
$31.3K - $34K
|
77.4K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.73K+ 77.08% |
$19.8K - $21.5K
|
3.98K
$47.7K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.52K+ 3.2% |
$17.4K - $18.9K
|
49.1K
$589K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
939+ 2.96% |
$10.7K - $11.6K
|
32.6K
$392K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
882New |
$10.1K - $10.9K
|
882
$10.6K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
674+ 0.25% |
$7.71K - $8.36K
|
272K
$3.27M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
486+ 4.15% |
$5.56K - $6.03K
|
12.2K
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
303+ 0.95% |
$3.47K - $3.76K
|
32.1K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
153+ 2.01% |
$1.75K - $1.9K
|
7.76K
$93.1K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
35+ 0.12% |
$400 - $434
|
30.4K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 1.96% |
$229 - $248
|
1.04K
$12.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$34.3 - $37.2
|
3
$36
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
23.2K+ 1160.75% |
$267K - $306K
|
25.2K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$125K - $143K
|
10.8K
$130K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
10KNew |
$115K - $132K
|
10K
$120K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8.81KNew |
$102K - $116K
|
8.81K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.5KNew |
$28.8K - $32.9K
|
2.5K
$30K
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
1.81K+ 0.52% |
$20.8K - $23.8K
|
347K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
263New |
$3.03K - $3.46K
|
263
$3.16K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
172New |
$1.98K - $2.26K
|
172
$2.06K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
70.9KNew |
$813K - $947K
|
70.9K
$850K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$150K - $175K
|
13.1K
$157K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
450New |
$5.16K - $6.02K
|
450
$5.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
388New |
$4.45K - $5.19K
|
388
$4.66K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
328New |
$3.76K - $4.39K
|
328
$3.94K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
25.9KNew |
$277K - $306K
|
25.9K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133+ 2.15% |
$1.42K - $1.57K
|
6.31K
$75.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
59New |
$630 - $696
|
59
$708
|
|