Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of COHEN & STEERS TOTAL RETURN REALTY FUND INC.
| 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
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-742- 3.05% |
$7.94K - $9.07K
|
23.5K
$283K
|