RFI Cohen & Steers Total Return Realty Fund, Inc.
Cohen & Steers Total Return Realty Fund, Inc. (RFI) Institutional Ownership
What the institutions did with RFI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 1.3M | 23.6% |
| OSAIC HOLDINGS, INC. | 785.4K | 14.8% |
| Cambridge Investment Research Advisors, Inc. | 390.6K | 7.4% |
| Smith Asset Management Co., LLC | 333.7K | 6.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 280.8K | 5.3% |
| WOLVERINE ASSET MANAGEMENT LLC | 214.1K | 4.0% |
| LPL Financial LLC | 183.7K | 3.5% |
| ROYAL BANK OF CANADA | 161.1K | 3.0% |
| AMERIPRISE FINANCIAL INC | 150.7K | 2.8% |
| Cetera Investment Advisers | 141.0K | 2.7% |
| Everstar Asset Management, LLC | 77.9K | 1.5% |
| Samalin Investment Counsel, LLC | 77.1K | 1.5% |
| Private Advisor Group, LLC | 71.4K | 1.3% |
| RAYMOND JAMES FINANCIAL INC | 64.7K | 1.2% |
| BANK OF AMERICA CORP /DE/ | 64.5K | 1.2% |
| SHUFRO ROSE & CO LLC | 50.0K | 0.9% |
| INDEPENDENT FINANCIAL GROUP, LLC | 49.2K | 0.9% |
| STIFEL FINANCIAL CORP | 48.0K | 0.9% |
| READYSTATE ASSET MANAGEMENT LP | 43.6K | 0.8% |
| Pallas Capital Advisors LLC | 42.5K | 0.8% |
| Marshall & Sterling Wealth Advisors Inc. | 40.7K | 0.8% |
| CoreCap Advisors, LLC | 37.8K | 0.7% |
| FIFTH THIRD BANCORP | 35.8K | 0.7% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 35.1K | 0.7% |
| NWF Advisory Services Inc. | 33.4K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | Reduced | 259.5K | 49.2K | -210.3K |
| Cambridge Investment Research Advisors, Inc. | Increased | 197.0K | 390.6K | +193.6K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 26.1K | 214.1K | +188.0K |
| MORGAN STANLEY | Increased | 1.2M | 1.3M | +53.9K |
| PATTEN & PATTEN INC/TN | Sold Out | 48.3K | 0 | -48.3K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | 0 | 33.2K | +33.2K |
| CoreCap Advisors, LLC | Increased | 6.9K | 37.8K | +30.9K |
| XTX Topco Ltd | New | 0 | 24.3K | +24.3K |
| READYSTATE ASSET MANAGEMENT LP | Increased | 23.4K | 43.6K | +20.2K |
| NOMURA HOLDINGS INC | New | 0 | 20.0K | +20.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 300.2K | 280.8K | -19.4K |
| Virtu Financial LLC | Sold Out | 14.5K | 0 | -14.5K |
| Merit Financial Group, LLC | Sold Out | 14.3K | 0 | -14.3K |
| Almitas Capital LLC | New | 0 | 13.4K | +13.4K |
| WELLS FARGO & COMPANY/MN | Reduced | 38.4K | 25.4K | -13.0K |
| JANE STREET GROUP, LLC | New | 0 | 12.0K | +12.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 11.5K | 0 | -11.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | 10.3K | 20.8K | +10.5K |
| Cresset Asset Management, LLC | Increased | 17.6K | 27.9K | +10.3K |
| OSAIC HOLDINGS, INC. | Increased | 775.3K | 785.4K | +10.1K |
| AMERIPRISE FINANCIAL INC | Increased | 142.1K | 150.7K | +8.6K |
| Advisory Services Network, LLC | Sold Out | 8.2K | 0 | -8.2K |
| FIFTH THIRD BANCORP | Increased | 27.8K | 35.8K | +8.0K |
| SHUFRO ROSE & CO LLC | Reduced | 57.5K | 50.0K | -7.5K |
| Institute for Wealth Management, LLC. | New | 0 | 7.5K | +7.5K |
| Smith Asset Management Co., LLC | Reduced | 339.6K | 333.7K | -6.0K |
| Stratos Wealth Advisors, LLC | Reduced | 30.7K | 25.2K | -5.5K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 27.1K | 32.1K | +5.0K |
| ACCESS FINANCIAL SERVICES, INC. | Reduced | 29.9K | 25.1K | -4.8K |
| BANK OF AMERICA CORP /DE/ | Increased | 60.7K | 64.5K | +3.8K |
| Cape Investment Advisory, Inc. | New | 0 | 3.5K | +3.5K |
| LPL Financial LLC | Reduced | 186.7K | 183.7K | -3.0K |
| RAYMOND JAMES FINANCIAL INC | Increased | 62.4K | 64.7K | +2.3K |
| WealthBridge Capital Management, LLC | Increased | 25.9K | 28.1K | +2.2K |
| Samalin Investment Counsel, LLC | Increased | 75.6K | 77.1K | +1.5K |
| Cetera Investment Advisers | Increased | 139.8K | 141.0K | +1.2K |
| ROYAL BANK OF CANADA | Increased | 159.8K | 161.1K | +1.2K |
| STIFEL FINANCIAL CORP | Increased | 46.8K | 48.0K | +1.2K |
| Weinberger Asset Management, Inc | Reduced | 30.3K | 29.3K | -1.0K |
| Westbourne Investment Advisors, Inc. | Increased | 27.7K | 28.7K | +1.0K |
| CENTRAL TRUST Co | Reduced | 3.9K | 3.0K | -847 |
| UBS Group AG | Increased | 11.9K | 12.8K | +836 |
| WFA of San Diego, LLC | Sold Out | 750 | 0 | -750 |
| Marshall & Sterling Wealth Advisors Inc. | Increased | 40.1K | 40.7K | +609 |
| Private Advisor Group, LLC | Reduced | 71.9K | 71.4K | -540 |
| Premier Financial Group | New | 0 | 495 | +495 |
| Freestate Advisors LLC | Increased | 20.2K | 20.6K | +428 |
| MCF Advisors LLC | Sold Out | 365 | 0 | -365 |
| RB Capital Management, LLC | Increased | 17.8K | 18.1K | +303 |
| Stratos Wealth Partners, LTD. | Reduced | 21.3K | 21.1K | -240 |
| NewEdge Advisors, LLC | Reduced | 17.0K | 16.8K | -230 |
| Clearstead Advisors, LLC | Increased | 8.4K | 8.6K | +179 |
| Kestra Advisory Services, LLC | Increased | 29.3K | 29.5K | +160 |
| JFS WEALTH ADVISORS, LLC | New | 0 | 99 | +99 |
| DAVENPORT & Co LLC | Increased | 21.5K | 21.6K | +85 |
| ALBION FINANCIAL GROUP /UT | Increased | 3.0K | 3.0K | +62 |
| Steward Partners Investment Advisory, LLC | Increased | 1.1K | 1.2K | +24 |
| Westfuller Advisors, LLC | Increased | 603 | 615 | +12 |
| PNC FINANCIAL SERVICES GROUP, INC. | Increased | 8.9K | 8.9K | +10 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.