NEW YORK, NY
COHEN & STEERS TOTAL RETURN REALTY FUND INCRFI— Latest position per institution from SEC 13F filings
15
Institutional holders
4.43M
Total shares held
47.84M
Estimated value
221.56K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.25M
Value
14.18M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
785.37K
Value
8.89M
Filed
Jun 30, 2026
SMITH ASSET MANAGEMENT CO., LLC
CIK 2068217
Shares
328.92K
Value
3.45M
Filed
Sep 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
280.84K
Value
3.18M
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
214.11K
Value
2.42M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
195.29K
Value
2.21K
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
183.72K
Value
2.08M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
161.09K
Value
1.82M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
150.71K
Value
1.71M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
141.03K
Value
1.60M
Filed
Jun 30, 2026
CORNERSTONE MANAGEMENT, INC.
CIK 1587867
Shares
109.64K
Value
1.30M
Filed
Mar 31, 2024
WORLD INVESTMENT ADVISORS
CIK 1652594
Shares
102.28K
Value
1.24M
Filed
Sep 30, 2025
EVERSTAR ASSET MANAGEMENT, LLC
CIK 2023744
Shares
77.95K
Value
882.37K
Filed
Jun 30, 2026
SAMALIN INVESTMENT COUNSEL, LLC
CIK 1544366
Shares
75.63K
Value
793.39K
Filed
Sep 30, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
71.40K
Value
808.26K
Filed
Jun 30, 2026
SFI ADVISORS, LLC
CIK 1911308
Shares
70.85K
Value
927.48K
Filed
Sep 30, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
64.74K
Value
732.83K
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
64.55K
Value
730.66K
Filed
Jun 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC
CIK 275484
Shares
50.01K
Value
524.58K
Filed
Sep 30, 2026
SHUFRO ROSE & CO LLC
CIK 908195
Shares
50K
Value
566K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.25M | 14.18M | Jun 30, 2026 |
| 2 | OSAIC HOLDINGS, INC. | 1677044 | 785.37K | 8.89M | Jun 30, 2026 |
| 3 | SMITH ASSET MANAGEMENT CO., LLC | 2068217 | 328.92K | 3.45M | Sep 30, 2026 |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 280.84K | 3.18M | Jun 30, 2026 |
| 5 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 214.11K | 2.42M | Jun 30, 2026 |
| 6 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 195.29K | 2.21K | Jun 30, 2026 |
| 7 | LPL FINANCIAL LLC | 1403438 | 183.72K | 2.08M | Jun 30, 2026 |
| 8 | ROYAL BANK OF CANADA | 1000275 | 161.09K | 1.82M | Jun 30, 2026 |
| 9 | AMERIPRISE FINANCIAL INC | 820027 | 150.71K | 1.71M | Jun 30, 2026 |
| 10 | CETERA INVESTMENT ADVISERS | 1666741 | 141.03K | 1.60M | Jun 30, 2026 |
| 11 | CORNERSTONE MANAGEMENT, INC. | 1587867 | 109.64K | 1.30M | Mar 31, 2024 |
| 12 | WORLD INVESTMENT ADVISORS | 1652594 | 102.28K | 1.24M | Sep 30, 2025 |
| 13 | EVERSTAR ASSET MANAGEMENT, LLC | 2023744 | 77.95K | 882.37K | Jun 30, 2026 |
| 14 | SAMALIN INVESTMENT COUNSEL, LLC | 1544366 | 75.63K | 793.39K | Sep 30, 2026 |
| 15 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 71.40K | 808.26K | Jun 30, 2026 |
| 16 | SFI ADVISORS, LLC | 1911308 | 70.85K | 927.48K | Sep 30, 2024 |
| 17 | RAYMOND JAMES FINANCIAL INC | 720005 | 64.74K | 732.83K | Jun 30, 2026 |
| 18 | BANK OF AMERICA CORP /DE/ | 70858 | 64.55K | 730.66K | Jun 30, 2026 |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | 275484 | 50.01K | 524.58K | Sep 30, 2026 |
| 20 | SHUFRO ROSE & CO LLC | 908195 | 50K | 566K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.