Who owns Cohen & Steers Total Return Real. Fd?
- Ticker: RFI
- CUSIP Number: 19247R103
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Analyze quarterly positions in Cohen & Steers Total Return Real with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Cohen & Steers Total Return Real. Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 1.5M | $27M | -1% | Jun 2024 |
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Commonwealth Equity Services | 754k | $9.9M | -2% | Sep 2024 |
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Advisor Group Holdings | 417k | $5.5M | 11% | Sep 2024 |
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Cambridge Investment Research Advisors | 313k | $4.1M | 3% | Sep 2024 |
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Wells Fargo & Company | 292k | $3.8M | -14% | Sep 2024 |
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LPL Financial | 272k | $3.6M | -7% | Sep 2024 |
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Royal Bank of Canada | 168k | $2.2M | -6% | Sep 2024 |
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Everstar Asset Management | 92k | $1.2M | 100% | Sep 2024 |
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Access Financial Services | 81k | $1.1M | -7% | Sep 2024 |
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Stratos Wealth Advisors | 71k | $933k | 2% | Sep 2024 |
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SFI Advisors | 71k | $928k | 100% | Sep 2024 |
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Bank of America Corporation | 70k | $913k | 4% | Sep 2024 |
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Cetera Investment Advisers | 67k | $774k | 12% | Jun 2024 |
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WealthBridge Capital Management | 55k | $723k | 16% | Sep 2024 |
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Pallas Capital Advisors | 43k | $544k | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 41k | $534k | -11% | Sep 2024 |
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Schnieders Capital Management | 38k | $497k | -18% | Sep 2024 |
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Central Trust & Investment | 33k | $435k | -20% | Sep 2024 |
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Stifel Financial | 33k | $379k | 6% | Jun 2024 |
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Consolidated Portfolio Review Corp | 30k | $352k | 35% | Jun 2024 |
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Raymond James & Associates | 28k | $369k | -14% | Sep 2024 |
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Private Advisor | 24k | $318k | -4% | Sep 2024 |
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RB Capital Management | 22k | $292k | -11% | Sep 2024 |
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Moloney Securities Asset Management | 21k | $269k | 0% | Sep 2024 |
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Davenport & Co | 20k | $258k | 1% | Sep 2024 |
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Goss Wealth Management | 20k | $226k | 25% | Jun 2024 |
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CoreCap Advisors | 19k | $244k | 1% | Sep 2024 |
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TFB Advisors | 18k | $238k | 0% | Sep 2024 |
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Shufro Rose & Co | 16k | $185k | 0% | Sep 2024 |
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Coastal Investment Advisors | 15k | $198k | 0% | Sep 2024 |
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Meridian Investment Counsel | 14k | $182k | 0% | Sep 2024 |
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International Assets Investment Management | 13k | $1.0M | 100% | Sep 2024 |
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Modern Wealth Management | 12k | $151k | 6% | Sep 2024 |
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Strategic Advisors | 11k | $145k | 0% | Sep 2024 |
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Fiduciary Trust Company | 11k | $123k | 0% | Jun 2024 |
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Cornerstone Advisors | 10k | $136k | -83% | Sep 2024 |
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Cyndeo Wealth Partners | 10k | $131k | 0% | Sep 2024 |
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Hartland & Co | 7.5k | $98k | 0% | Sep 2024 |
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Pnc Financial Services | 7.1k | $93k | 23% | Sep 2024 |
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Bartlett & Co. Wealth Management | 6.0k | $78k | 0% | Sep 2024 |
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Mascoma Wealth Management | 5.7k | $74k | 0% | Sep 2024 |
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Albion Financial Group | 5.4k | $71k | 2% | Sep 2024 |
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Steward Partners Investment Advisory | 3.4k | $40k | 1% | Jun 2024 |
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Raleigh Capital Management | 3.2k | $41k | 2% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 2.8k | $37k | -22% | Sep 2024 |
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Richardson Financial Services | 2.0k | $23k | 100% | Sep 2024 |
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Brian McDonald | 2.0k | $26k | 0% | Sep 2024 |
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AdvisorNet Financial | 1.6k | $21k | 0% | Sep 2024 |
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Harbor Investment Advisory | 1.3k | $17k | 0% | Sep 2024 |
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CWM | 1.1k | $14k | 177% | Sep 2024 |
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Optimum Investment Advisors | 1.0k | $13k | 0% | Sep 2024 |
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WFA of San Diego | 750.00 | $9.8k | 100% | Sep 2024 |
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MCF Advisors | 731.00 | $9.6k | 0% | Sep 2024 |
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Concord Wealth Partners | 510.00 | $6.7k | 0% | Sep 2024 |
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Hollencrest Securities | 450.00 | $5.9k | 100% | Sep 2024 |
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Bryn Mawr Trust | 388.00 | $5.1k | 100% | Sep 2024 |
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Parallel Advisors | 335.00 | $4.4k | -25% | Sep 2024 |
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Oliver Lagore Vanvalin Investment Group | 328.00 | $4.3k | 100% | Sep 2024 |
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GPS Wealth Strategies Group | 297.00 | $3.9k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 158.00 | $2.1k | 100% | Sep 2024 |
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Farther Finance Advisors | 131.00 | $1.7k | 0% | Sep 2024 |
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Valley National Advisers | 110.00 | $999.999000 | 0% | Sep 2024 |
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Huntington National Bank | 1.00 | $13.000000 | 0% | Sep 2024 |
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Who sold out of Cohen & Steers Total Return Real?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Quaker Wealth Management | Mar 2024 | 65k | $777k |
PFG Investments | Mar 2024 | 28k | $336k |
Landscape Capital Management | Jun 2024 | 26k | $300k |
Waterloo Capital | Mar 2024 | 21k | $246k |
Sigma Planning | Jun 2024 | 11k | $131k |
Level Four Advisory Services | Mar 2024 | 11k | $124k |
Global Retirement Partners | Jun 2024 | 6.3k | $73k |
Voisard Asset Management Group | Jun 2024 | 59.00 | $683.001700 |