Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
3.78KNew |
$44.7K - $45.9K
|
3.78K
$43.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.7K+ 5.56% |
$20.1K - $20.6K
|
32.3K
$371K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.47K+ 1.88% |
$17.4K - $17.9K
|
79.7K
$918K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1KNew |
$11.8K - $12.1K
|
1K
$11.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
578New |
$6.83K - $7.02K
|
578
$6.65K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
350New |
$4.14K - $4.25K
|
350
$4.03K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
299+ 1.46% |
$3.53K - $3.63K
|
20.8K
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
190+ 0.81% |
$2.25K - $2.31K
|
23.7K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
150+ 0.15% |
$1.77K - $1.82K
|
102K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
111+ 2.01% |
$1.31K - $1.35K
|
5.63K
$64.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19+ 1.35% |
$225 - $231
|
1.42K
$16.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-700- 52.63% |
$8.27K - $8.5K
|
630
$7.25K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-5.69K- 1.66% |
$67.3K - $69.1K
|
336K
$3.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18K- 4.86% |
$212K - $218K
|
352K
$4.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-31.2K- 41.01% |
$369K - $379K
|
44.9K
$517K
|