$RFI

$10.32 +$0.00 (0.0%) Close

$RFI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 26.8M shares outstanding

Who owns RFI?

By type of holder

Institutions 19.1% Insiders 0.0% Everyone else 80.9%

Concentration Top 10 holders own 13.5%

Morgan Stanley 4.7% · Osaic Holdings, Inc. 2.9%

Institutional ownership

19.1%

+0.4 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+105.0K

by institutions in Q2 2026

New / sold out

9 / 8

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Wolverine Asset Management LLC +188.0K
Morgan Stanley +53.9K

Biggest sellers in Q2 2026

Independent Financial Group, LLC −210.3K
Patten & Patten Inc/tn SOLD OUT −48.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Cohen & Steers Total Return Realty Fund Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Cohen & Steers Total Return Realty Fund Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years67% 3–5 years3% 1–3 years19% Under 1 year10%

Quarterly turnover

8.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting RFI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	1.3M	4.68%	+53.9K (+4.5%)	≤2021	0.0%
Shares held by quarter Peak holding1.5M (Q3'24) Change over 8 quarters−248.1K Share of the company4.680% Morgan Stanley's full portfolio →
OH Osaic Holdings, Inc.	785.4K	2.93%	+10.1K (+1.3%)	≤2021	0.0%
Shares held by quarter Peak holding785.4K (Q2'26) Change over 8 quarters+367.9K Share of the company2.930% Osaic Holdings, Inc.'s full portfolio →

Morgan Stanley

1.3M

% of company

4.68%

Change vs last qtr

+53.9K (+4.5%)

Held since

≤2021

Osaic Holdings, Inc.

785.4K

% of company

2.93%

Change vs last qtr

+10.1K (+1.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Cohen & Steers Total Return Realty Fund Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting RFI on Form N-PORT; together they hold 0.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MS Multi-Hedge Strategies Fund Rydex Variable Trust	$2.91K	257	0.00%	0.01%	June 30, 2026
GM Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds	$1.02K	90	0.00%	0.01%	June 30, 2026

Multi-Hedge Strategies Fund

Rydex Variable Trust

Position value

$2.91K

% of company

0.00%

% of the fund

0.01%

As of

June 30, 2026

Guggenheim Multi-Hedge Strategies Fund

Rydex Series Funds

Position value

$1.02K

% of company

0.00%

% of the fund

0.01%

As of

June 30, 2026

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DA Derechin Adam M Insider	4.0K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Derechin Adam M's insider activity →
MG Maginnis Gerald J. Insider	2.6K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Maginnis Gerald J.'s insider activity →

Derechin Adam M

Insider

4.0K

% of company

0.01%

Change vs last qtr

—

Held since

—

Maginnis Gerald J.

Insider

2.6K

% of company

0.01%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Cohen & Steers Total Return Realty Fund Inc.

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