Institutional Ownership Cohen & Steers Total Return Realty Fund Inc (RFI)
This table provides information about the institutional ownership of Cohen & Steers Total Return Realty Fund Inc (RFI). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 5.13 Million shares, which have been reported (via 13F filing form) to have a value of $61.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
7,757
shares
|
$93,084
0.0% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,975
shares
|
$71,700
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
5,650
shares
|
$67,800
0.02% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
5,517
shares
|
$66,204
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
4,973
shares
|
$59,676
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
4,200
shares
|
$50,400
0.07% of portfolio
|
Q1 2023
Reduced 26.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,979
shares
|
$47,748
0.0% of portfolio
|
Q1 2025
Added 77.08%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,610
shares
|
$31,320
0.0% of portfolio
|
Q2 2025
Added 65.19%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,500
shares
|
$30,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,941
shares
|
$23,292
0.0% of portfolio
|
Q4 2020
Reduced 6.75%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
1,812
shares
|
$21,744
0.0% of portfolio
|
Q1 2025
Reduced 67.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,474
shares
|
$17,688
0.0% of portfolio
|
Q2 2025
Added 226.83%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,375
shares
|
$16,500
0.0% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,315
shares
|
$15,780
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,194
shares
|
$14,328
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,041
shares
|
$12,492
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$12,000
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,000
shares
|
$12,000
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
750
shares
|
$9,000
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
731
shares
|
$8,772
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
650
shares
|
$7,800
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
450
shares
|
$5,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
407
shares
|
$4,884
0.0% of portfolio
|
Q4 2024
Reduced 63.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
388
shares
|
$4,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
328
shares
|
$3,936
0.0% of portfolio
|
Q3 2024
New holding
|