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 | 11/14/2025 | 1.25 M | $15.13 M | -1.36% | 4.68% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 458.86 K | $5.55 M | 0.25% | 1.72% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 351.64 K | $4.26 M | -4.86% | 1.32% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 336.21 K | $4.07 M | -1.66% | 1.26% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 296.74 K | $3.59 M | 3.95% | 1.11% |
| LPL FINANCIAL LLC | 11/12/2025 | 294.69 K | $3.57 M | 6.62% | 1.10% |
| ROYAL BANK OF CANADA | 11/14/2025 | 171.11 K | $2.07 M | -1.48% | 0.64% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 136.89 K | $1.66 M | 5.12% | 0.51% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 108.93 K | $1.32 M | 2.85% | 0.41% |
| PENSIONMARK FINANCIAL GROUP, LLC | 10/15/2025 | 102.28 K | $1.24 M | 0.15% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 82.71 K | $1.00 M | 7.34% | 0.31% |
| EVERSTAR ASSET MANAGEMENT, LLC | 11/10/2025 | 80.82 K | $977.96 K | -0.45% | 0.30% |
| STRATOS WEALTH ADVISORS, LLC | 11/06/2025 | 80.05 K | $968.58 K | 6.23% | 0.30% |
| SAMALIN INVESTMENT COUNSEL, LLC | 10/30/2025 | 79.71 K | $964.54 K | 1.88% | 0.30% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 67.34 K | $814.82 K | 106.73% | 0.25% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 11/07/2025 | 67.04 K | $811.15 K | 0.53% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 63.29 K | $765.78 K | 17.00% | 0.24% |
| SHUFRO ROSE & CO LLC | 11/12/2025 | 50.00 K | $604.50 K | 0.00% | 0.19% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 46.88 K | $567.24 K | -81.43% | 0.18% |
| ACCESS FINANCIAL SERVICES, INC. | 10/20/2025 | 44.90 K | $543.31 K | -41.01% | 0.17% |
| MARSHALL & STERLING WEALTH ADVISORS INC. | 11/10/2025 | 43.74 K | $528.87 K | -5.22% | 0.16% |
| PALLAS CAPITAL ADVISORS LLC | 11/07/2025 | 42.50 K | $514.24 K | 0.00% | 0.16% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 11/12/2025 | 38.35 K | $464.08 K | 5.73% | 0.14% |
| 11/06/2025 | 35.11 K | $424.83 K | 100.00% | 0.13% | |
| INVESCO LTD. | 11/13/2025 | 33.07 K | $400.15 K | 4.29% | 0.12% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 32.28 K | $390.53 K | 5.56% | 0.12% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 32.27 K | $390.44 K | -1.53% | 0.12% |
| WEINBERGER ASSET MANAGEMENT, INC | 10/15/2025 | 31.33 K | $379.07 K | 0.00% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 30.57 K | $369.90 K | -4.84% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 30.28 K | $366.41 K | 100.00% | 0.11% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 10/20/2025 | 27.20 K | $329.12 K | 0.00% | 0.10% |
| COMERICA BANK | 11/14/2025 | 26.74 K | $323.49 K | 0.07% | 0.10% |
| RB CAPITAL MANAGEMENT, LLC | 10/21/2025 | 23.74 K | $287.23 K | 0.81% | 0.09% |
| DAVENPORT & CO LLC | 10/15/2025 | 20.83 K | $251.99 K | 1.46% | 0.08% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 11/05/2025 | 20.52 K | $248.23 K | 0.00% | 0.08% |
| FREESTATE ADVISORS LLC | 10/07/2025 | 19.74 K | $238.88 K | 0.00% | 0.07% |
| TFB ADVISORS LLC | 11/04/2025 | 18.17 K | $213.35 K | 0.00% | 0.07% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 16.60 K | $200.83 K | 15.37% | 0.06% |
| COASTAL INVESTMENT ADVISORS, INC. | 10/23/2025 | 15.22 K | $184.14 K | 0.00% | 0.06% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 13.68 K | $165.52 K | 100.00% | 0.05% |
| CRESSET ASSET MANAGEMENT, LLC | 11/12/2025 | 13.21 K | $159.83 K | 7.36% | 0.05% |
| UBS GROUP AG | 11/13/2025 | 12.66 K | $153.20 K | -14.49% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 12.43 K | $150.36 K | 5.01% | 0.05% |
| JANE STREET GROUP, LLC | 11/14/2025 | 12.18 K | $147.33 K | 100.00% | 0.05% |
| MODERN WEALTH MANAGEMENT, LLC | 11/12/2025 | 11.53 K | $139.55 K | 0.00% | 0.04% |
| STRATEGIC ADVISORS LLC | 11/03/2025 | 11.10 K | $134.32 K | 0.00% | 0.04% |
| FIDUCIARY TRUST CO | 11/14/2025 | 10.66 K | $129.02 K | 0.00% | 0.04% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 8.49 K | $102.67 K | 0.00% | 0.03% |
| CENTRAL TRUST CO | 11/06/2025 | 8.19 K | $99.09 K | -31.39% | 0.03% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 8.07 K | $97.69 K | 2.02% | 0.03% |
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Cohen & Steers Total Return Realty Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 115 institutional investors and hedge funds held shares of Cohen & Steers Total Return Realty Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 1.25 M
ADVISOR GROUP HOLDINGS, INC.: 458,858
COMMONWEALTH EQUITY SERVICES, LLC: 351,643
Smith Asset Management Co., LLC: 336,211
Cambridge Investment Research Advisors, Inc.: 296,735
LPL Financial LLC: 294,689
18.30% of Cohen & Steers Total Return Realty Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.86 M shares in the last 24 months. This purchase volume represents approximately $70.88 M in transactions.