Recent Quarter Total Invested
$57.36 M
Recent Quarter Institutional Ownership Percentage
18.69%
Total Invested of Last Quarter
$64.12 M
Ownership Percentage of Last Quarter
20.34%
Cohen & Steers Total Return Realty Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/14/2024 | 1.51 M | $17.47 M | -0.80% | 5.70% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 766,652 | $8.86 M | -16.09% | 2.89% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 417,794 | $4.83 M | 11.57% | 1.57% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 338,590 | $3.91 M | -4.91% | 1.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 304,942 | $3.53 M | -8.06% | 1.15% |
| LPL FINANCIAL LLC | 08/07/2024 | 291,225 | $3.37 M | 3.40% | 1.10% |
| ROYAL BANK OF CANADA | 08/14/2024 | 179,456 | $2.08 M | -6.35% | 0.68% |
| ACCESS FINANCIAL SERVICES, INC. | 07/25/2024 | 86,742 | $1.00 M | 0.01% | 0.33% |
| SAMALIN INVESTMENT COUNSEL, LLC | 08/13/2024 | 71,858 | $830,687 | -3.72% | 0.27% |
| STRATOS WEALTH ADVISORS, LLC | 07/24/2024 | 69,600 | $804,580 | 48.24% | 0.26% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 66,975 | $774,239 | 12.06% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 66,772 | $771,882 | 5.13% | 0.25% |
| CORNERSTONE ADVISORS, LLC | 08/09/2024 | 61,386 | $709,622 | 2,151.87% | 0.23% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 08/02/2024 | 47,632 | $550,622 | 100.00% | 0.18% |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 08/13/2024 | 46,147 | $533,459 | -3.25% | 0.17% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 45,650 | $527,719 | -11.24% | 0.17% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 42,577 | $492,188 | 0.71% | 0.16% |
| PALLAS CAPITAL ADVISORS LLC | 07/22/2024 | 42,499 | $508,713 | 0.00% | 0.16% |
| CENTRAL TRUST CO | 08/05/2024 | 41,621 | $481,139 | -44.51% | 0.16% |
| UBS GROUP AG | 08/14/2024 | 35,773 | $413,536 | -22.65% | 0.13% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 32,797 | $379,125 | 6.48% | 0.12% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 32,731 | $378,366 | 7.80% | 0.12% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 08/01/2024 | 30,409 | $351,527 | 34.64% | 0.11% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 25,931 | $299,762 | 100.00% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 25,336 | $292,890 | 34.34% | 0.10% |
| RB CAPITAL MANAGEMENT, LLC | 08/14/2024 | 25,085 | $289,985 | 0.64% | 0.09% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 07/30/2024 | 20,515 | $237,153 | 0.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 19,544 | $225,932 | 25.02% | 0.07% |
| DAVENPORT & CO LLC | 08/06/2024 | 19,500 | $225,421 | 1.53% | 0.07% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 18,470 | $213,513 | 0.00% | 0.07% |
| TFB ADVISORS LLC | 07/30/2024 | 18,173 | $210,076 | 0.00% | 0.07% |
| SHUFRO ROSE & CO LLC | 08/13/2024 | 16,000 | $184,960 | 0.00% | 0.06% |
| COASTAL INVESTMENT ADVISORS, INC. | 07/15/2024 | 15,218 | $175,920 | 0.00% | 0.06% |
| MERIDIAN INVESTMENT COUNSEL INC. | 07/19/2024 | 13,894 | $160,615 | 0.00% | 0.05% |
| MODERN WEALTH MANAGEMENT, LLC | 08/08/2024 | 11,533 | $133,321 | 5.88% | 0.04% |
| SIGMA PLANNING CORP | 08/06/2024 | 11,367 | $131,408 | -81.00% | 0.04% |
| STRATEGIC ADVISORS LLC | 07/11/2024 | 11,101 | $128,328 | 0.00% | 0.04% |
| FIDUCIARY TRUST CO | 08/14/2024 | 10,663 | $123,264 | 0.00% | 0.04% |
| CYNDEO WEALTH PARTNERS, LLC | 07/30/2024 | 10,000 | $115,600 | 0.00% | 0.04% |
| CLEARSTEAD ADVISORS, LLC | 08/12/2024 | 7,456 | $86,192 | 100.00% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 07/23/2024 | 6,314 | $72,989 | 2.15% | 0.02% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 07/12/2024 | 5,975 | $69,071 | 0.00% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 5,748 | $66,448 | -59.62% | 0.02% |
| MASCOMA WEALTH MANAGEMENT LLC | 08/02/2024 | 5,650 | $65,314 | 0.00% | 0.02% |
| ALBION FINANCIAL GROUP /UT | 07/10/2024 | 5,300 | $61,271 | 2.12% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/16/2024 | 3,632 | $41,984 | 12.87% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 3,433 | $39,683 | 0.62% | 0.01% |
| RALEIGH CAPITAL MANAGEMENT INC. | 07/31/2024 | 3,095 | $35,780 | 2.15% | 0.01% |
| COMERICA BANK | 08/15/2024 | 2,000 | $23,120 | 0.00% | 0.01% |
| ADVISORNET FINANCIAL, INC | 07/16/2024 | 1,580 | $18,265 | 0.00% | 0.01% |
Cohen & Steers Total Return Realty Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of RFI shares?
During the previous two years, 101 institutional investors and hedge funds held shares of Cohen & Steers Total Return Realty Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 1.51 M
COMMONWEALTH EQUITY SERVICES, LLC: 766,652
ADVISOR GROUP HOLDINGS, INC.: 417,794
WELLS FARGO & COMPANY/MN: 338,590
Cambridge Investment Research Advisors, Inc.: 304,942
LPL Financial LLC: 291,225
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What percentage of Cohen & Steers Total Return Realty Fund, Inc. stock is owned by institutional investors?
18.69% of Cohen & Steers Total Return Realty Fund, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at RFI ?
Institutional investors have bought a total of 5.92 M shares in the last 24 months. This purchase volume represents approximately $76.58 M in transactions.