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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
65.3KNew |
$753K - $801K
|
65.3K
$787K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42.5KNew |
$490K - $521K
|
42.5K
$512K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
28.3KNew |
$326K - $347K
|
28.3K
$340K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.1K+ 10184.81% |
$185K - $197K
|
16.3K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 23.49% |
$124K - $132K
|
56.6K
$681K
|
|
|
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
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.47KNew |
$39.9K - $42.5K
|
3.47K
$41.7K
|
|
|
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
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
231New |
$2.23K - $2.77K
|
231
$2.78K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
231New |
$2.23K - $2.77K
|
231
$2.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
223New |
$2.15K - $2.67K
|
223
$2.68K
|
|
| Q3 2023 | |||||||
|
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
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
800New |
$8.29K - $9.51K
|
800
$9.63K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
844+ 104.2% |
$9.12K - $10.3K
|
1.65K
$19.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
750New |
$8.11K - $9.15K
|
750
$9.03K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
600New |
$6.49K - $7.32K
|
600
$7.22K
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$119K - $147K
|
10.6K
$127K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
6.87KNew |
$77.5K - $95.5K
|
6.87K
$82.7K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
725New |
$8.18K - $10.1K
|
725
$8.73K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
69.2K+ 8183.1% |
$813K - $910K
|
70.1K
$844K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19KNew |
$223K - $250K
|
19K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.5KNew |
$123K - $138K
|
10.5K
$126K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10KNew |
$118K - $131K
|
10K
$120K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
510New |
$5.99K - $6.7K
|
510
$6.14K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
75+ 0.54% |
$881 - $986
|
13.9K
$167K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$120K - $159K
|
10.2K
$123K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
20.8KNew |
$263K - $339K
|
20.8K
$251K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.68KNew |
$33.8K - $43.6K
|
2.68K
$32.3K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.8KNew |
$22.7K - $29.3K
|
1.8K
$21.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
41+ 0.18% |
$517 - $667
|
23K
$277K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$182K - $218K
|
12.7K
$152K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.98KNew |
$85.9K - $103K
|
5.98K
$71.9K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.98KNew |
$85.9K - $103K
|
5.98K
$71.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.32KNew |
$18.9K - $22.6K
|
1.32K
$15.8K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
731New |
$10.5K - $12.6K
|
731
$8.8K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
650New |
$9.35K - $11.2K
|
650
$7.83K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.63KNew |
$41.9K - $45.8K
|
2.63K
$31.7K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.12KNew |
$17.6K - $19.8K
|
1.12K
$13.4K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
15.7KNew |
$232K - $265K
|
15.7K
$190K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.19KNew |
$15K - $17.5K
|
1.19K
$14.4K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.9K+ 50.62% |
$78.8K - $93.5K
|
20.5K
$247K
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Valley National Advisers Inc
|
BUY
|
- |
110New |
$1.02K - $1.55K
|
110
$1.32K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.71KNew |
$24K - $26.9K
|
1.71K
$20.5K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$184K - $208K
|
13.5K
$163K
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$10.8K - $13.2K
|
1K
$12K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.25K+ 24.56% |
$13.3K - $15.3K
|
6.32K
$76K
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2KNew |
$24.7K - $25.6K
|
2K
$24.1K
|
|
| Q4 2015 | |||||||
|
Sep 15, 2017
Q4 2015
|
Assetmark, Inc
|
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$32.4K
|
|