COHEN & STEERS TOT RET RLTY (RFI) Institutional Ownership Changes & 13F Activity
COHEN & STEERS TOT RET RLTY (RFI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wolverine Asset Management Llc, Ameriprise Financial Inc, Morgan Stanley, Landscape Capital Management, L.L.C., and Xtx Topco Ltd.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +4,959 | +18.3% | 32,054 | $362.85K | Q2 2026 | Sep 23, 2026 |
| Premier Financial Group | Buy | +495 | — | 495 | $5.60K | Q2 2026 | Sep 21, 2026 |
| Rb Capital Management, Llc | Buy | +303 | +1.7% | 18,077 | $204.63K | Q2 2026 | Aug 18, 2026 |
| Almitas Capital Llc | Buy | +13,443 | — | 13,443 | $152.18K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +150,705 | — | 150,705 | $1.71M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +24,332 | — | 24,332 | $275.44K | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +20,241 | +86.6% | 43,625 | $493.83K | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Buy | +20,000 | — | 20,000 | $226.40K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -12,986 | -33.8% | 25,399 | $287.52K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +12,027 | — | 12,027 | $136.15K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +10,327 | +58.8% | 27,899 | $315.82K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +10,083 | +1.3% | 785,365 | $8.89M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +3,813 | +6.3% | 64,546 | $730.66K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +2,291 | +3.7% | 64,737 | $732.83K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,248 | +0.8% | 161,095 | $1.82M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +53,932 | +4.5% | 1,253,085 | $14.18M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +836 | +7.0% | 12,783 | $144.70K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +24 | +2.1% | 1,155 | $13.07K | Q2 2026 | Aug 13, 2026 |
| Landscape Capital Management, L.L.C. | Buy | +33,196 | — | 33,196 | $375.78K | Q2 2026 | Aug 12, 2026 |
| Shufro Rose & Co Llc | Sell | -7,500 | -13.0% | 50,000 | $566.00K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,248 | +0.9% | 141,032 | $1.60M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +1,180 | +2.5% | 47,972 | $543.04K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -230 | -1.4% | 16,792 | $190.08K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, Llc | Sell | -5,510 | -18.0% | 25,154 | $284.75K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -240 | -1.1% | 21,100 | $238.85K | Q2 2026 | Aug 11, 2026 |
| Wolverine Asset Management Llc | Buy | +187,972 | +719.1% | 214,113 | $2.42M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -2,980 | -1.6% | 183,721 | $2.08M | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +10 | +0.1% | 8,901 | $100.76K | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, Llc | Buy | +179 | +2.1% | 8,601 | $97.36K | Q2 2026 | Aug 06, 2026 |
| Fifth Third Bancorp | Buy | +8,019 | +28.8% | 35,830 | $405.59K | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about RFI activity
Which institutional owners are buying RFI?
Institutional owners buying RFI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RFI activity?
"Buy" means an investor increased their reported position in RFI compared to the prior reporting period. This reflects growing exposure to COHEN & STEERS TOT RET RLTY (RFI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RFI increasing?
Institutional interest in RFI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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