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Cohen & Steers Total Return Realty Fund Inc

Institutional holders · 13F as of Dec 31, 2025

80 holders

HolderValueShares% of shares
Morgan Stanley$13.45M1,216,880—
OSAIC HOLDINGS, INC.$8.21M742,553—
Smith Asset Management Co., LLC$3.69M333,986—
COMMONWEALTH EQUITY SERVICES, LLC$3.63M328,101—
LPL Financial LLC$2.08M183,721—
Royal Bank of Canada$1.78M159,847—
READYSTATE ASSET MANAGEMENT LP$1.69M153,284—
Cetera Investment Advisers$1.59M143,949—
AMERIPRISE FINANCIAL INC$1.38M124,651—
Everstar Asset Management, LLC$880.1K79,648—
Samalin Investment Counsel, LLC$834.2K75,491—
WealthBridge Capital Management, LLC$753.5K68,187—
Private Advisor Group, LLC$750.1K67,879—
SHUFRO ROSE & CO LLC$635.4K57,500—
BANK OF AMERICA CORP /DE$616.2K55,761—
RAYMOND JAMES FINANCIAL INC$578.3K52,335—
STIFEL FINANCIAL CORP$559.4K50,621—
PATTEN & PATTEN INC/TN$537.7K48,267—
Pallas Capital Advisors LLC$481.1K42,499—
Marshall & Sterling Wealth Advisors Inc.$466.4K42,208—
ACCESS FINANCIAL SERVICES, INC.$441.7K39,977—
WELLS FARGO & COMPANY/MN$405.6K36,707—
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$388.0K35,110—
NWF Advisory Services Inc.$359.4K32,525—
Weinberger Asset Management, Inc$346.2K31,328—
Stratos Wealth Advisors, LLC$338.1K30,596—
Kestra Advisory Services, LLC$332.2K30,066—
Invesco Ltd.$324.0K29,320—
ENVESTNET ASSET MANAGEMENT INC$323.5K29,280—
COMERICA BANK$306.9K27,778—
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$294.4K26,644—
Wolverine Asset Management, LLC$291.2K26,141—
Westbourne Investment Advisors, Inc.$289.5K26,200—
DAVENPORT & Co LLC$233.7K21,152—
Stratos Wealth Partners, LTD.$224.3K20,300—
Freestate Advisors LLC$218.1K19,742—
RB Capital Management, LLC$209.2K18,930—
TFB Advisors LLC$200.8K18,173—
NewEdge Advisors, LLC$184.6K16,710—
JANE STREET GROUP, LLC$170.5K15,427—
Cresset Asset Management, LLC$168.9K15,286—
Realta Investment Advisors$168.2K15,218—
UBS Group AG$155.0K14,028—
Curi Capital, LLC$152.4K13,679—
Merit Financial Group, LLC$129.2K11,688—
Modern Wealth Management, LLC$127.4K11,533—
Strategic Advisors LLC$122.7K11,101—
FIDUCIARY TRUST CO$117.8K10,663—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$115.2K10,340—
Sage Investment Counsel LLC$110.5K10,000—
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