Who Owns RFI?
Cohen and Steers Total Return Realty Fund — Institutional Ownership & 13F Holdings
$11.50
+0.00 (+0.00%)
Market Cap
$316.7M
Shares Outstanding
26,691,700
Institutional Holders
72
Total Inst. Value
$100.9M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
16
Closed Positions
7
Increased
24
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $48.1M | 3,979 |
| 2 | MORGAN STANLEY | $16.1M | 1,330,632 |
| 3 | OSAIC HOLDINGS, INC. | $5.2M | 428,716 |
| 4 | Smith Asset Management Co., LLCNew | $4.2M | 345,261 |
| 5 | Cambridge Investment Research Advisors, Inc. | $3.7M | 306,880 |
| 6 | WELLS FARGO & COMPANY/MN | $3.2M | 261,584 |
| 7 | ROYAL BANK OF CANADA | $2.0M | 167,148 |
| 8 | World Investment AdvisorsNew | $1.6M | 133,500 |
| 9 | Cetera Investment Advisers | $1.5M | 122,950 |
| 10 | AMERIPRISE FINANCIAL INC | $1.4M | 111,833 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +2K | $48.1M |
| OSAIC HOLDINGS, INC. | +11K | $5.2M |
| Smith Asset Management Co., LLCNew | +345K | $4.2M |
| Cambridge Investment Research Advisors, Inc. | +7K | $3.7M |
| ROYAL BANK OF CANADA | +9K | $2.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -97K | $16.1M |
| WELLS FARGO & COMPANY/MN | -21K | $3.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | -17K | $4K |
| UBS Group AG | -13K | $217K |
| CENTRAL TRUST Co | -9K | $210K |
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Frequently Asked Questions
How many institutional investors hold RFI?
As of Q1 2025, 72 institutional investors report holding RFI (Cohen and Steers Total Return Realty Fund) in their 13F filings.
Which hedge fund owns the most RFI?
The largest institutional holder of RFI is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $48.1M in shares.
Are institutions buying or selling RFI?
This quarter, 16 institutions opened new positions in RFI and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.