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RFI

COHEN & STEERS TOTAL RETURN

Institutional Ownership · Q4 2025

Filing: Q4 2025

COHEN & STEERS TOTAL RETURN (RFI) is held by 75 institutional investors with combined holdings of $49M. Major holders include MORGAN STANLEY, OSAIC HOLDINGS, INC., LPL Financial LLC.

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Institutional Holders
75
Total Value
$48.8M
Ownership %
16.5%

🏦 Top Institutional Holders

MORGAN STANLEY
1.2M shares
$13.4M
4.55% ownership
OSAIC HOLDINGS, INC.
742.6K shares
$8.2M
2.78% ownership
LPL Financial LLC
269.4K shares
$3.0M
1.01% ownership
Cambridge Investment Research Advisors, Inc.
261.3K shares
$2.9M
0.98% ownership
ROYAL BANK OF CANADA
161.7K shares
$1.8M
0.60% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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