RFI Institutional Ownership & Shareholders
COHEN & STEERS TOT RET RLTY (RFI) is currently held by 79 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $53.26M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of RFI tracked by InsiderSet, reporting ownership valued at approximately $14.18M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.55M, representing an estimated loss of -4.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed RFI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Osaic Holdings, Inc., Smith Asset Management Co., Llc, and several other long-term asset managers with concentrated positions in COHEN & STEERS TOT RET RLTY (RFI).
This page ranks the largest institutional RFI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
79
Total Reported Value
$53.26M
Largest Holder
Morgan Stanley
Largest Position
$14.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,253,085 | $14,184,923 | $13,545,849 | -$639,074 | -4.51% | |
| Osaic Holdings, Inc. | 0.01% | 785,365 | $8,890,453 | $8,489,796 | -$400,657 | -4.51% | |
| Smith Asset Management Co., Llc | 2.81% | 328,916 | $3,450,336 | $3,555,582 | +$105,246 | +3.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 272,825 | $2,861,930 | $2,949,238 | +$87,308 | +3.05% | |
| Lpl Financial Llc | 0.00% | 199,378 | $2,091,473 | $2,155,276 | +$63,803 | +3.05% | |
| Royal Bank Of Canada | 0.00% | 161,095 | $1,824,000 | $1,741,437 | -$82,563 | -4.53% | |
| Ameriprise Financial Inc | 0.00% | 150,705 | $1,705,979 | $1,629,121 | -$76,858 | -4.51% | |
| Cetera Investment Advisers | 0.00% | 141,032 | $1,596,474 | $1,524,556 | -$71,918 | -4.50% | |
| Wolverine Asset Management Llc | 0.01% | 91,721 | $962,153 | $991,504 | +$29,351 | +3.05% | |
| Everstar Asset Management, Llc | 0.43% | 77,948 | $882,371 | $842,618 | -$39,753 | -4.51% | |
| Private Advisor Group, Llc | 0.00% | 71,401 | $808,261 | $771,845 | -$36,416 | -4.51% | |
| Samalin Investment Counsel, Llc | 0.25% | 75,633 | $793,386 | $817,593 | +$24,207 | +3.05% | |
| Raymond James Financial Inc | 0.00% | 64,737 | $732,827 | $699,807 | -$33,020 | -4.51% | |
| Bank Of America Corp | 0.00% | 64,546 | $730,663 | $697,742 | -$32,921 | -4.51% | |
| Shufro Rose & Co Llc | 0.03% | 50,000 | $566,000 | $540,500 | -$25,500 | -4.51% | |
| Stifel Financial Corp | 0.00% | 47,972 | $543,041 | $518,577 | -$24,464 | -4.50% | |
| Independent Financial Group, Llc | 0.01% | 50,008 | $524,584 | $540,586 | +$16,002 | +3.05% | |
| Readystate Asset Management Lp | 0.02% | 43,625 | $493,835 | $471,586 | -$22,249 | -4.51% | |
| Pallas Capital Advisors Llc | 0.01% | 42,499 | $481,089 | $459,414 | -$21,675 | -4.51% | |
| Marshall & Sterling Wealth Advisors Inc. | 0.25% | 41,451 | $434,824 | $448,085 | +$13,261 | +3.05% | |
| Corecap Advisors, Llc | 0.01% | 41,341 | $433,674 | $446,896 | +$13,222 | +3.05% | |
| Schnieders Capital Management, Llc. | 0.05% | 35,110 | $397,445 | $379,539 | -$17,906 | -4.51% | |
| Fifth Third Bancorp | 0.00% | 35,930 | $376,906 | $388,403 | +$11,497 | +3.05% | |
| Landscape Capital Management, L.L.C. | 0.02% | 33,196 | $375,778 | $358,849 | -$16,929 | -4.51% | |
| Kestra Advisory Services, Llc | 0.00% | 35,106 | $368,261 | $379,496 | +$11,235 | +3.05% | |
| Envestnet Asset Management Inc | 0.00% | 32,054 | $362,851 | $346,504 | -$16,347 | -4.51% | |
| Wealthbridge Capital Management, Llc | 0.07% | 33,272 | $349,026 | $359,670 | +$10,644 | +3.05% | |
| Nwf Advisory Services Inc. | 0.03% | 32,425 | $340,138 | $350,514 | +$10,376 | +3.05% | |
| Cresset Asset Management, Llc | 0.00% | 27,899 | $315,817 | $301,588 | -$14,229 | -4.51% | |
| Weinberger Asset Management, Inc | 0.10% | 29,310 | $307,462 | $316,841 | +$9,379 | +3.05% | |
| Westbourne Investment Advisors, Inc. | 0.08% | 28,700 | $301,063 | $310,247 | +$9,184 | +3.05% | |
| Wells Fargo & Company/Mn | 0.00% | 25,399 | $287,516 | $274,563 | -$12,953 | -4.51% | |
| Stratos Wealth Advisors, Llc | 0.02% | 25,154 | $284,750 | $271,915 | -$12,835 | -4.51% | |
| Access Financial Services, Inc. | 0.09% | 25,080 | $283,906 | $271,115 | -$12,791 | -4.51% | |
| Xtx Topco Ltd | 0.00% | 24,332 | $275,438 | $263,029 | -$12,409 | -4.51% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 21,100 | $238,852 | $228,091 | -$10,761 | -4.51% | |
| Davenport & Co Llc | 0.00% | 21,919 | $229,933 | $236,944 | +$7,011 | +3.05% | |
| Nomura Holdings Inc | 0.00% | 20,000 | $226,400 | $216,200 | -$10,200 | -4.51% | |
| Freestate Advisors Llc | 0.17% | 21,036 | $220,672 | $227,399 | +$6,727 | +3.05% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 20,663 | $216,759 | $223,367 | +$6,608 | +3.05% | |
| Rb Capital Management, Llc | 0.04% | 18,077 | $204,626 | $195,412 | -$9,214 | -4.50% | |
| Tfb Advisors Llc | 0.08% | 18,173 | $190,631 | $196,450 | +$5,819 | +3.05% | |
| Newedge Advisors, Llc | 0.00% | 16,792 | $190,083 | $181,522 | -$8,561 | -4.50% | |
| Realta Investment Advisors | 0.05% | 17,375 | $182,264 | $187,824 | +$5,560 | +3.05% | |
| Curi Capital, Llc | 0.00% | 13,679 | $154,847 | $147,870 | -$6,977 | -4.51% | |
| Almitas Capital Llc | 0.04% | 13,443 | $152,175 | $145,319 | -$6,856 | -4.51% | |
| Sage Investment Counsel Llc | 0.15% | 14,500 | $152,105 | $156,745 | +$4,640 | +3.05% | |
| Ubs Group Ag | 0.00% | 12,783 | $144,704 | $138,184 | -$6,520 | -4.51% | |
| Jane Street Group, Llc | 0.00% | 12,027 | $136,146 | $130,012 | -$6,134 | -4.51% | |
| Modern Wealth Management, Llc | 0.00% | 11,533 | $130,554 | $124,672 | -$5,882 | -4.51% |
Frequently asked questions about RFI
Who are the largest institutional holders of RFI?
The largest institutional holders of RFI reported in the latest SEC Form 13F filings include Morgan Stanley, Osaic Holdings, Inc., Smith Asset Management Co., Llc, Commonwealth Equity Services, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported RFI position.
What is RFI institutional ownership?
This page tracks RFI positions reported by institutional investment managers through SEC Form 13F. COHEN & STEERS TOT RET RLTY (RFI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RFI?
InsiderSet currently tracks 79 institutional managers reporting RFI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RFI shareholders.
How much RFI stock do institutions own?
Institutional investment managers disclosed approximately $53.26M in RFI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RFI institutional ownership last updated?
The latest RFI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RFI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RFI position after the reporting date.
Are institutions buying or selling RFI?
Institutional buying and selling can be analyzed by comparing RFI positions across consecutive 13F reporting periods. InsiderSet's RFI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RFI ownership changes.
How has RFI institutional ownership changed over time?
InsiderSet tracks RFI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.