RFI

Cohen & Steers Tot Ret Rlty

-$4.1M

Net Activity

Institutions Holding

79

Popularity Rank

#4983

Avg Weight

0.07%

Total Value

$55.6M

Ownership Trend

79 institutions currently hold RFI, with 33 net buyers and 30 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

30

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$13.4M
OH
Osaic Holdings, INC.
$8.6M
SA
Smith Asset Management Co., LLC
$3.8M
CE
Commonwealth Equity Services, LLC
$3.3M
IF
Independent Financial Group, LLC
$2.9M

Top 5 by Conviction

SA
Smith Asset Management Co., LLC
3.25%
EA
Everstar Asset Management, LLC
0.46%
SI
Samalin Investment Counsel, LLC
0.30%
M&
Marshall & Sterling Wealth Advisors Inc.
0.29%
FA
Freestate Advisors LLC
0.18%
View all 79 holding institutions

Quarterly Activity

Recent Activity

+$24.4M

Total Buy Value

$34.7M

Total Sell Value

New buy6
Trim23
Add27
Sold out7

33

Net Buyers

30

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding COHEN & STEERS TOT RET RLTY (RFI)?
Major stakeholders currently include Morgan Stanley ($13.4M), Osaic Holdings, INC. ($8.6M), Smith Asset Management Co., LLC ($3.8M). Based on the latest 13F filings, there are a total of 79 tracked investment funds and institutions maintaining positions in RFI.
What is the overall institutional sentiment toward RFI recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $4.1M, driven by 33 managers accumulating shares while 30 reduced their exposure.
Which institutions have been selling or reducing their RFI positions?
In the latest period, 23 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $34.7M.
Are there any notable investors adding RFI to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 27 existing holders added to their shares. The total reported buy value for the quarter amounted to $24.4M.

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