Back to stocks
RFI

RFI

Cohen & Steers Total Return Realty Fund, Inc.

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
32
Partial Q3 2026
Total 13F value
$14.1M
Filed positions so far
New positions
4
This quarter
Sold positions
2
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Smith Asset Management Co., Llc

$3.5M328.9K2.81%-1.4%

Commonwealth Equity Services, Llc

$2.9M272.8K0.00%-2.9%

Cambridge Investment Research Advisors, Inc.

$1.5M144.2K0.00%-26.1%

Wolverine Asset Management Llc

$962K91.7K0.01%-57.2%

Samalin Investment Counsel, Llc

$793K75.6K0.25%-1.9%

Independent Financial Group, Llc

$525K50.0K0.01%+1.7%

Marshall & Sterling Wealth Advisors Inc.

$435K41.5K0.25%+1.8%

Corecap Advisors, Llc

$434K41.3K0.01%+9.4%

Kestra Advisory Services, Llc

$368K35.1K0.00%+19.0%

Wealthbridge Capital Management, Llc

$349K33.3K0.07%+18.5%

Nwf Advisory Services Inc.

$340K32.4K0.03%-3.0%

Weinberger Asset Management, Inc

$307K29.3K0.10%Unchanged

Westbourne Investment Advisors, Inc.

$301K28.7K0.08%Unchanged

Davenport & Co Llc

$230K21.9K0.00%+1.6%

Freestate Advisors Llc

$221K21.0K0.17%+2.2%

B. Riley Wealth Advisors, Inc.

$217K20.7K0.01%New Position

Tfb Advisors Llc

$191K18.2K0.08%Unchanged

Realta Investment Advisors

$182K17.4K0.05%+14.2%

Sage Investment Counsel Llc

$152K14.5K0.15%+45.0%

Saxon Interests, Inc.

$123K11.7K0.04%New Position

Mascoma Wealth Management Llc

$46K4.4K0.01%Unchanged

Cape Investment Advisory, Inc.

$36K3.5K0.01%Unchanged

Albion Financial Group /Ut

$32K3.1K0.00%+2.2%

Farther Finance Advisors, Llc

$19K1.8K0.00%-6.7%

Cassaday & Co Wealth Management Llc

$14K1.3K0.00%New Position

Richardson Financial Services Inc.

$10K1.0K0.01%Unchanged

Meriwether Wealth & Planning, Llc

$5K5000.00%New Position

Highline Wealth Partners Llc

$4K3500.00%Unchanged

Armstrong Advisory Group, Inc

$3K2630.00%Unchanged

Wpg Advisers, Llc

$2K1720.00%Unchanged

Valley National Advisers Inc

$1K1100.00%Unchanged

Massmutual Private Wealth & Trust, Fsb

$000.00%-100.0%

Explore