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 | 05/15/2026 | 1.20 M | $13.36 M | -1.46% | 4.48% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 775.28 K | $8.64 M | 4.41% | 2.90% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 339.63 K | $3.78 M | 1.69% | 1.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 300.20 K | $3.34 M | -8.51% | 1.12% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 259.50 K | $2.89 M | 12.13% | 0.97% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 196.95 K | $2.19 M | -24.63% | 0.74% |
| LPL FINANCIAL LLC | 05/06/2026 | 186.70 K | $2.08 M | -30.69% | 0.70% |
| ROYAL BANK OF CANADA | 05/15/2026 | 159.85 K | $1.78 M | -1.17% | 0.60% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 142.13 K | $1.58 M | 14.02% | 0.53% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 139.78 K | $1.56 M | -2.89% | 0.52% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 77.95 K | $868.34 K | -2.13% | 0.29% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 75.59 K | $842.08 K | 0.13% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 71.94 K | $801.42 K | 5.98% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 62.45 K | $695.65 K | 19.32% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 60.73 K | $676.57 K | 8.92% | 0.23% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 57.50 K | $640.55 K | 0.00% | 0.22% |
| PATTEN & PATTEN INC/TN | 05/01/2026 | 48.27 K | $537.69 K | 8.95% | 0.18% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 46.79 K | $521.26 K | -7.56% | 0.17% |
| PALLAS CAPITAL ADVISORS LLC | 04/21/2026 | 42.50 K | $473.44 K | 0.00% | 0.16% |
| MARSHALL & STERLING WEALTH ADVISORS INC. | 05/07/2026 | 40.11 K | $446.82 K | -4.97% | 0.15% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 38.39 K | $427.61 K | 4.57% | 0.14% |
| 05/04/2026 | 35.11 K | $391.13 K | 0.00% | 0.13% | |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 33.43 K | $372.36 K | 2.77% | 0.13% |
| STRATOS WEALTH ADVISORS, LLC | 04/28/2026 | 30.66 K | $341.60 K | 0.22% | 0.11% |
| WEINBERGER ASSET MANAGEMENT, INC | 05/08/2026 | 30.35 K | $338.08 K | -3.13% | 0.11% |
| ACCESS FINANCIAL SERVICES, INC. | 04/15/2026 | 29.90 K | $333.09 K | -25.21% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 29.34 K | $326.83 K | -2.42% | 0.11% |
| FIFTH THIRD BANCORP | 05/01/2026 | 27.81 K | $309.81 K | 100.00% | 0.10% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 04/28/2026 | 27.70 K | $308.58 K | 5.73% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 27.10 K | $301.84 K | -7.46% | 0.10% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 26.14 K | $291.21 K | -71.13% | 0.10% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 04/17/2026 | 25.90 K | $288.47 K | -62.02% | 0.10% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 23.38 K | $260.50 K | -84.74% | 0.09% |
| DAVENPORT & CO LLC | 04/15/2026 | 21.49 K | $239.34 K | 1.57% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 21.34 K | $237.73 K | 5.12% | 0.08% |
| FREESTATE ADVISORS LLC | 04/09/2026 | 20.16 K | $224.62 K | 2.13% | 0.08% |
| TFB ADVISORS LLC | 04/20/2026 | 18.17 K | $202.44 K | 0.00% | 0.07% |
| RB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 17.77 K | $198.00 K | -6.11% | 0.07% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 17.57 K | $195.75 K | 14.95% | 0.07% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 17.02 K | $189.63 K | 1.87% | 0.06% |
| COASTAL INVESTMENT ADVISORS, INC. | 04/22/2026 | 15.22 K | $169.53 K | 0.00% | 0.06% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 14.53 K | $162.00 K | 25.33% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 14.30 K | $159.26 K | 22.31% | 0.05% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 13.68 K | $152.39 K | 0.00% | 0.05% |
| UBS GROUP AG | 05/05/2026 | 11.95 K | $133.09 K | -14.83% | 0.04% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 11.53 K | $128.48 K | 0.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.50 K | $128.05 K | 100.00% | 0.04% |
| STRATEGIC ADVISORS LLC | 05/14/2026 | 11.10 K | $123.67 K | 0.00% | 0.04% |
| FIDUCIARY TRUST CO | 05/15/2026 | 10.66 K | $118.79 K | 0.00% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 10.34 K | $115.18 K | 181.36% | 0.04% |
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Cohen & Steers Total Return Realty Fund Inc institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of Cohen & Steers Total Return Realty Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 1.2 M
ADVISOR GROUP HOLDINGS, INC.: 775,282
Smith Asset Management Co., LLC: 339,631
COMMONWEALTH EQUITY SERVICES, LLC: 300,195
INDEPENDENT FINANCIAL GROUP, LLC: 259,495
Cambridge Investment Research Advisors, Inc.: 196,954
18.71% of Cohen & Steers Total Return Realty Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.02 M shares in the last 24 months. This purchase volume represents approximately $69.80 M in transactions.