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 | 08/13/2026 | 1.25 M | $14.18 M | 4.50% | 4.68% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 785.37 K | $8.89 M | 1.30% | 2.94% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 333.65 K | $3.78 M | -1.76% | 1.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 280.84 K | $3.18 M | -6.45% | 1.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 214.11 K | $2.42 M | 719.07% | 0.80% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 195.29 K | $2.21 M | -0.85% | 0.73% |
| LPL FINANCIAL LLC | 08/07/2026 | 183.72 K | $2.08 M | -1.60% | 0.69% |
| ROYAL BANK OF CANADA | 08/14/2026 | 161.10 K | $1.82 M | 0.78% | 0.60% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 150.71 K | $1.71 M | 6.04% | 0.56% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 141.03 K | $1.60 M | 0.89% | 0.53% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 77.95 K | $882.37 K | 0.00% | 0.29% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 77.11 K | $872.83 K | 2.00% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 71.40 K | $808.26 K | -0.75% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 64.74 K | $732.83 K | 3.67% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 64.55 K | $730.66 K | 6.28% | 0.24% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 50.00 K | $566.00 K | -13.04% | 0.19% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 49.16 K | $556.45 K | -81.06% | 0.18% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 47.97 K | $543.04 K | 2.52% | 0.18% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 43.63 K | $493.84 K | 86.56% | 0.16% |
| PALLAS CAPITAL ADVISORS LLC | 08/07/2026 | 42.50 K | $481.09 K | 0.00% | 0.16% |
| MARSHALL & STERLING WEALTH ADVISORS INC. | 07/21/2026 | 40.72 K | $460.93 K | 1.52% | 0.15% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 37.79 K | $427.80 K | 450.50% | 0.14% |
| FIFTH THIRD BANCORP | 08/05/2026 | 35.83 K | $405.59 K | 28.83% | 0.13% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 07/24/2026 | 35.11 K | $397.45 K | 0.00% | 0.13% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 33.43 K | $378.37 K | 0.00% | 0.13% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 33.20 K | $375.78 K | 100.00% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 32.05 K | $362.85 K | 18.30% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 29.50 K | $333.91 K | 0.55% | 0.11% |
| WEINBERGER ASSET MANAGEMENT, INC | 08/05/2026 | 29.31 K | $337.07 K | -3.42% | 0.11% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 07/27/2026 | 28.70 K | $324.88 K | 3.61% | 0.11% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 07/24/2026 | 28.09 K | $317.96 K | 8.47% | 0.11% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 27.90 K | $315.82 K | 58.77% | 0.10% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 25.40 K | $287.52 K | -33.83% | 0.10% |
| STRATOS WEALTH ADVISORS, LLC | 08/11/2026 | 25.15 K | $284.75 K | -17.97% | 0.09% |
| ACCESS FINANCIAL SERVICES, INC. | 07/16/2026 | 25.08 K | $283.91 K | -16.12% | 0.09% |
| XTX TOPCO LTD | 08/14/2026 | 24.33 K | $275.44 K | 100.00% | 0.09% |
| DAVENPORT & CO LLC | 07/13/2026 | 21.57 K | $244.18 K | 0.40% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 21.10 K | $238.85 K | -1.12% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 20.81 K | $235.52 K | 101.22% | 0.08% |
| FREESTATE ADVISORS LLC | 07/09/2026 | 20.59 K | $233.09 K | 2.12% | 0.08% |
| NOMURA HOLDINGS INC | 08/14/2026 | 20.00 K | $226.40 K | 100.00% | 0.07% |
| TFB ADVISORS LLC | 08/06/2026 | 18.17 K | $205.72 K | 0.00% | 0.07% |
| RB CAPITAL MANAGEMENT, LLC | 08/18/2026 | 18.08 K | $204.63 K | 1.70% | 0.07% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 16.79 K | $190.08 K | -1.35% | 0.06% |
| COASTAL INVESTMENT ADVISORS, INC. | 07/20/2026 | 15.22 K | $172.27 K | 0.00% | 0.06% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 13.68 K | $154.85 K | 0.00% | 0.05% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 13.44 K | $152.18 K | 100.00% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 12.78 K | $144.70 K | 7.00% | 0.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 12.03 K | $136.15 K | 100.00% | 0.05% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 11.53 K | $130.55 K | 0.00% | 0.04% |
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Cohen & Steers Total Return Realty Fund Inc institutional Ownership - FAQ's
During the previous two years, 122 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.: 785,365
Smith Asset Management Co., LLC: 333,654
COMMONWEALTH EQUITY SERVICES, LLC: 280,836
WOLVERINE ASSET MANAGEMENT LLC: 214,113
Cambridge Investment Research Advisors, Inc.: 195,289
19.12% of Cohen & Steers Total Return Realty Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.16 M shares in the last 24 months. This purchase volume represents approximately $71.46 M in transactions.