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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Osaic Holdings, Inc., Smith Asset Management Co., Llc, Commonwealth Equity Services, Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcBuy+33,208+16.8%231,414$2.56MQ4 2025May 15, 2026
Nwf Advisory Services Inc.Buy+32,525—32,525$359.40KQ4 2025Mar 03, 2026
Virtu Financial LlcBuy+11,594—11,594$128.00KQ4 2025Feb 23, 2026
Smith Asset Management Co., LlcBuy+333,986—333,986$3.69MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+52,335—52,335$578.31KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+16,710—16,710$184.64KQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+742,553—742,553$8.21MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+161,738—161,738$1.79MQ4 2025Feb 17, 2026
Readystate Asset Management LpBuy+153,284—153,284$1.69MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+143,949—143,949$1.59MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+124,651—124,651$1.38MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+67,879—67,879$750.07KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+55,761—55,761$616.16KQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+15,286—15,286$168.91KQ4 2025Feb 17, 2026
Curi Capital, LlcBuy+13,679—13,679$151.15KQ4 2025Feb 17, 2026
Modern Wealth Management, LlcBuy+11,533—11,533$127.44KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+6,700—6,700$74.03KQ4 2025Feb 17, 2026
Cape Investment Advisory, Inc.Buy+3,473—3,473$38.38KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+120—120$1.33KQ4 2025Feb 17, 2026
Morgan StanleyBuy+1,216,880—1,216,880$13.45MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+50,621—50,621$559.36KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+36,707—36,707$405.61KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+30,066—30,066$332.23KQ4 2025Feb 13, 2026
Landscape Capital Management, L.L.C.Buy+26,644—26,644$294.42KQ4 2025Feb 13, 2026
Tfb Advisors LlcBuy+18,173—18,173$200.81KQ4 2025Feb 13, 2026
Fiduciary Trust CoBuy+10,663—10,663$117.83KQ4 2025Feb 13, 2026
Heritage Wealth AdvisorsBuy+2,580—2,580$28.51KQ4 2025Feb 13, 2026
Golden State Wealth Management, LlcBuy+1,462—1,462$16.16KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+328,101—328,101$3.63MQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+15,427—15,427$170.47KQ4 2025Feb 12, 2026
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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.

RFI Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet