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 | 02/13/2026 | 1.22 M | $13.45 M | -2.70% | 4.56% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 742.55 K | $8.21 M | 61.83% | 2.78% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 333.99 K | $3.69 M | -0.66% | 1.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 328.10 K | $3.63 M | -6.69% | 1.23% |
| LPL FINANCIAL LLC | 02/11/2026 | 269.38 K | $2.98 M | -8.59% | 1.01% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 261.33 K | $2.89 M | -11.93% | 0.98% |
| ROYAL BANK OF CANADA | 02/17/2026 | 161.74 K | $1.79 M | -5.48% | 0.61% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 153.28 K | $1.69 M | 100.00% | 0.57% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 143.95 K | $1.59 M | 5.16% | 0.54% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 124.65 K | $1.38 M | 14.44% | 0.47% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 90.56 K | $1.00 M | 100.00% | 0.34% |
| EVERSTAR ASSET MANAGEMENT, LLC | 02/05/2026 | 79.65 K | $880.11 K | -1.45% | 0.30% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 75.49 K | $834.18 K | -5.30% | 0.28% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 01/21/2026 | 68.19 K | $753.47 K | 1.72% | 0.26% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 67.88 K | $750.07 K | 0.80% | 0.25% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 57.50 K | $635.38 K | 15.00% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 55.76 K | $616.16 K | -11.89% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 52.34 K | $578.31 K | -36.73% | 0.20% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 50.62 K | $559.36 K | 56.88% | 0.19% |
| PATTEN & PATTEN INC/TN | 02/03/2026 | 44.30 K | $489.53 K | 100.00% | 0.17% |
| PALLAS CAPITAL ADVISORS LLC | 01/14/2026 | 42.50 K | $469.61 K | 0.00% | 0.16% |
| MARSHALL & STERLING WEALTH ADVISORS INC. | 02/10/2026 | 42.21 K | $466.40 K | -3.50% | 0.16% |
| ACCESS FINANCIAL SERVICES, INC. | 01/21/2026 | 39.98 K | $441.75 K | -10.97% | 0.15% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 36.71 K | $405.61 K | -21.70% | 0.14% |
| 01/29/2026 | 35.11 K | $387.97 K | 0.00% | 0.13% | |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 32.53 K | $359.40 K | 0.77% | 0.12% |
| WEINBERGER ASSET MANAGEMENT, INC | 02/09/2026 | 31.33 K | $346.17 K | 0.00% | 0.12% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 30.60 K | $338.09 K | -61.78% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 30.07 K | $332.23 K | -0.71% | 0.11% |
| INVESCO LTD. | 02/19/2026 | 29.32 K | $323.99 K | -11.34% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 29.28 K | $323.54 K | -4.22% | 0.11% |
| COMERICA BANK | 01/29/2026 | 27.78 K | $306.94 K | 3.90% | 0.10% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 26.64 K | $294.42 K | 100.00% | 0.10% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 01/23/2026 | 26.20 K | $289.51 K | -3.68% | 0.10% |
| DAVENPORT & CO LLC | 01/12/2026 | 21.15 K | $233.73 K | 1.57% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 20.30 K | $224.32 K | 100.00% | 0.08% |
| FREESTATE ADVISORS LLC | 01/12/2026 | 19.74 K | $218.15 K | 0.00% | 0.07% |
| RB CAPITAL MANAGEMENT, LLC | 02/03/2026 | 18.93 K | $209.18 K | -20.25% | 0.07% |
| TFB ADVISORS LLC | 02/13/2026 | 18.17 K | $200.81 K | 0.00% | 0.07% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 16.71 K | $184.64 K | 0.67% | 0.06% |
| JANE STREET GROUP, LLC | 02/12/2026 | 15.43 K | $170.47 K | 26.70% | 0.06% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 15.29 K | $168.91 K | 15.72% | 0.06% |
| COASTAL INVESTMENT ADVISORS, INC. | 01/20/2026 | 15.22 K | $168.16 K | 0.00% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 14.03 K | $155.01 K | 10.80% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 13.84 K | $152.91 K | 11.36% | 0.05% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 13.68 K | $151.15 K | 0.00% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 11.69 K | $129.16 K | 100.00% | 0.04% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 11.59 K | $128.00 K | 100.00% | 0.04% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 11.53 K | $127.44 K | 0.00% | 0.04% |
| STRATEGIC ADVISORS LLC | 02/10/2026 | 11.10 K | $122.67 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, 116 institutional investors and hedge funds held shares of Cohen & Steers Total Return Realty Fund Inc. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 300,195
INDEPENDENT FINANCIAL GROUP, LLC: 249,465
Cambridge Investment Research Advisors, Inc.: 196,954
Everstar Asset Management, LLC: 77,948
Samalin Investment Counsel, LLC: 75,591
Private Advisor Group, LLC: 71,941
19.37% of Cohen & Steers Total Return Realty Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.23 M shares in the last 24 months. This purchase volume represents approximately $72.23 M in transactions.