COHEN & STEERS TOT RET RLTY (RFI) Institutional Shareholders
COHEN & STEERS TOT RET RLTY (RFI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $51.21M in RFI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of RFI tracked by InsiderSet, reporting ownership valued at approximately $13.36M in its March 31, 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 $13.84M, representing an estimated gain of +3.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
81
Total Reported Value
$51.21M
Largest Holder
Morgan Stanley
Largest Position
$13.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,199,153 | $13,358,570 | $13,838,226 | +$479,656 | +3.59% | |
| Osaic Holdings, Inc. | 0.01% | 775,282 | $8,636,822 | $8,946,754 | +$309,932 | +3.59% | |
| Smith Asset Management Co., Llc | 2.97% | 333,654 | $3,776,971 | $3,850,367 | +$73,396 | +1.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 280,836 | $3,179,060 | $3,240,847 | +$61,787 | +1.94% | |
| Lpl Financial Llc | 0.00% | 186,701 | $2,079,849 | $2,154,530 | +$74,681 | +3.59% | |
| Royal Bank Of Canada | 0.00% | 159,847 | $1,781,000 | $1,844,634 | +$63,634 | +3.57% | |
| Ameriprise Financial Inc | 0.00% | 142,125 | $1,583,277 | $1,640,122 | +$56,845 | +3.59% | |
| Cetera Investment Advisers | 0.00% | 139,784 | $1,557,196 | $1,613,107 | +$55,911 | +3.59% | |
| Everstar Asset Management, Llc | 0.43% | 77,948 | $882,371 | $899,520 | +$17,149 | +1.94% | |
| Samalin Investment Counsel, Llc | 0.28% | 77,105 | $872,831 | $889,792 | +$16,961 | +1.94% | |
| Private Advisor Group, Llc | 0.00% | 71,401 | $808,261 | $823,968 | +$15,707 | +1.94% | |
| Raymond James Financial Inc | 0.00% | 62,446 | $695,649 | $720,627 | +$24,978 | +3.59% | |
| Bank Of America Corp | 0.00% | 60,733 | $676,566 | $700,859 | +$24,293 | +3.59% | |
| Shufro Rose & Co Llc | 0.04% | 57,500 | $640,550 | $663,550 | +$23,000 | +3.59% | |
| Independent Financial Group, Llc | 0.01% | 49,156 | $556,446 | $567,260 | +$10,814 | +1.94% | |
| Patten & Patten Inc/Tn | 0.03% | 48,267 | $537,694 | $557,001 | +$19,307 | +3.59% | |
| Stifel Financial Corp | 0.00% | 46,792 | $521,264 | $539,980 | +$18,716 | +3.59% | |
| Pallas Capital Advisors Llc | 0.02% | 42,499 | $473,439 | $490,438 | +$16,999 | +3.59% | |
| Marshall & Sterling Wealth Advisors Inc. | 0.27% | 40,718 | $460,934 | $469,886 | +$8,952 | +1.94% | |
| Corecap Advisors, Llc | 0.01% | 37,792 | $427,802 | $436,120 | +$8,318 | +1.94% | |
| Wells Fargo & Company/Mn | 0.00% | 38,385 | $427,611 | $442,963 | +$15,352 | +3.59% | |
| Schnieders Capital Management, Llc. | 0.05% | 35,110 | $397,445 | $405,169 | +$7,724 | +1.94% | |
| Nwf Advisory Services Inc. | 0.04% | 33,425 | $378,371 | $385,725 | +$7,354 | +1.94% | |
| Envestnet Asset Management Inc | 0.00% | 32,054 | $362,851 | $369,903 | +$7,052 | +1.94% | |
| Stratos Wealth Advisors, Llc | 0.02% | 30,664 | $341,597 | $353,863 | +$12,266 | +3.59% | |
| Weinberger Asset Management, Inc | 0.13% | 30,348 | $338,077 | $350,216 | +$12,139 | +3.59% | |
| Kestra Advisory Services, Llc | 0.00% | 29,498 | $333,914 | $340,407 | +$6,493 | +1.94% | |
| Westbourne Investment Advisors, Inc. | 0.09% | 28,700 | $324,884 | $331,198 | +$6,314 | +1.94% | |
| Wealthbridge Capital Management, Llc | 0.06% | 28,088 | $317,957 | $324,136 | +$6,179 | +1.94% | |
| Fifth Third Bancorp | 0.00% | 27,811 | $309,813 | $320,939 | +$11,126 | +3.59% | |
| Wolverine Asset Management Llc | 0.00% | 26,141 | $291,211 | $301,667 | +$10,456 | +3.59% | |
| Access Financial Services, Inc. | 0.09% | 25,080 | $283,906 | $289,423 | +$5,517 | +1.94% | |
| Readystate Asset Management Lp | 0.02% | 23,384 | $260,498 | $269,851 | +$9,353 | +3.59% | |
| Davenport & Co Llc | 0.00% | 21,570 | $244,176 | $248,918 | +$4,742 | +1.94% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 21,340 | $237,728 | $246,264 | +$8,536 | +3.59% | |
| Freestate Advisors Llc | 0.17% | 20,591 | $233,087 | $237,620 | +$4,533 | +1.94% | |
| Tfb Advisors Llc | 0.11% | 18,173 | $202,444 | $209,716 | +$7,272 | +3.59% | |
| Rb Capital Management, Llc | 0.04% | 17,774 | $198,003 | $205,112 | +$7,109 | +3.59% | |
| Cresset Asset Management, Llc | 0.00% | 17,572 | $195,752 | $202,781 | +$7,029 | +3.59% | |
| Realta Investment Advisors | 0.05% | 15,218 | $172,268 | $175,616 | +$3,348 | +1.94% | |
| Curi Capital, Llc | 0.00% | 13,679 | $152,385 | $157,856 | +$5,471 | +3.59% | |
| Ubs Group Ag | 0.00% | 11,947 | $133,090 | $137,868 | +$4,778 | +3.59% | |
| Modern Wealth Management, Llc | 0.00% | 11,533 | $128,478 | $133,091 | +$4,613 | +3.59% | |
| Susquehanna International Group, Llp | 0.00% | 11,495 | $128,054 | $132,652 | +$4,598 | +3.59% | |
| Strategic Advisors Llc | 0.03% | 11,101 | $125,663 | $128,106 | +$2,443 | +1.94% | |
| Fiduciary Trust Co | 0.00% | 10,663 | $118,786 | $123,051 | +$4,265 | +3.59% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 10,340 | $115,184 | $119,324 | +$4,140 | +3.59% | |
| Sage Investment Counsel Llc | 0.11% | 10,000 | $113,200 | $115,400 | +$2,200 | +1.94% | |
| Pnc Financial Services Group, Inc. | 0.00% | 8,891 | $99,049 | $102,602 | +$3,553 | +3.59% | |
| Clearstead Advisors, Llc | 0.00% | 8,422 | $93,825 | $97,190 | +$3,365 | +3.59% |
Frequently asked questions about RFI
Who owns the most RFI stock?
The largest holders of RFI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COHEN & STEERS TOT RET RLTY (RFI).
Is RFI widely held by superinvestors?
Many widely followed stocks like RFI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RFI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.