RFI
COHEN & STEERS TOTAL RETURN
Institutional Ownership · Q4 2025
Filing: Q4 2025COHEN & STEERS TOTAL RETURN (RFI) is held by 75 institutional investors with combined holdings of $49M. Major holders include MORGAN STANLEY (MS, MS-P, OSAIC HOLDINGS, INC., LPL Financial LLC.
Institutional Holders
75
Total Value
$48.8M
Ownership %
16.5%
🏦 Top Institutional Holders
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
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 (RY, RYLBF)
161.7K shares
$1.8M
0.60% ownership