Cohen & Steers Total Return Realty Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:RFI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
18 Aug 23	BuyUS$3,155	William Scapell	Individual		270.61	US$11.66
06 Jul 23	BuyUS$2,016	Ramona Rogers-Windsor	Individual		175	US$11.52

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of RFI?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	0	0%
Individual Insiders	8,356	0.0315%
Institutions	6,173,782	23.3%
General Public	20,369,801	76.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 21.63% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.73%	Morgan Stanley, Investment Banking and Brokerage Investments	1,522,344	US$17.2m	-1.14%	no data
3.75%	Wilcoxson Wealth Management	995,072	US$11.2m	14.8%	0.02%
2.52%	First Trust Advisors LP	668,192	US$7.5m	0%	0.01%
1.42%	Wells Fargo & Company, Securities and Brokerage Investments	375,777	US$4.2m	-4.78%	no data
1.18%	Cambridge Investment Research Advisors, Inc.	314,511	US$3.5m	-19.3%	0.01%
1.12%	LPL Financial Corporation, Asset Management Arm	298,313	US$3.4m	-7.41%	no data
1.08%	Woodbury Financial Services, Inc, Securities Investments	286,547	US$3.2m	6.98%	0.05%
0.68%	Cornerstone Advisors, LLC	181,259	US$2.0m	31.2%	0.08%
0.66%	Royal Bank of Canada, Banking & Securities Investments	176,379	US$2.0m	-9.36%	no data
0.41%	Cornerstone Management, Inc.	108,767	US$1.2m	-37.9%	0.3%
0.33%	Access Financial Services, Inc.	86,709	US$978.1k	0.02%	0.51%
0.32%	Central Trust Company	85,764	US$967.4k	-15.7%	0.02%
0.3%	Samalin Investment Counsel, LLC	78,566	US$886.2k	-0.79%	0.43%
0.27%	Osaic Wealth, Inc. , Asset Management Arm	70,592	US$796.3k	-46.8%	no data
0.26%	Merrill Lynch & Co. Inc., Banking Investments	68,803	US$776.1k	-1.51%	no data
0.19%	Raymond James Financial Services Advisors, Inc.	50,741	US$572.4k	-25.5%	no data
0.19%	UBS Asset Management AG	49,960	US$563.6k	-30.7%	no data
0.19%	Schnieders Capital Management, LLC	49,697	US$560.6k	0.81%	0.12%
0.18%	Stratos Wealth Advisors LLC	46,952	US$529.6k	0%	0.03%
0.17%	Cetera Financial Holdings, Inc., Asset Management Arm	45,820	US$516.9k	64.1%	no data
0.16%	Pallas Capital Advisors LLC	42,499	US$479.4k	0%	0.02%
0.16%	Columbia Management Investment Advisers, LLC	41,387	US$466.8k	-3.04%	no data
0.13%	Landscape Capital Management, LLC	33,628	US$379.3k	113%	0.03%
0.12%	Raymond James Financial Inc., Asset Management Arm	32,666	US$368.5k	12.3%	no data
0.12%	Invesco Ltd.	31,424	US$354.5k	-38.4%	no data