Institutional Ownership
Cohen & Steers Total Return
CUSIP 19247R103COMRFIQ1 2026
Institutional Holders
79
13F filers
Shares Held
5.01M
Aggregate institutional
Institutional Value
$53.25M
Q1 2026
Net New Holders
-1
6 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased26
Decreased23
Sold out7
Institutional Holders
79 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.20M | $13.36M | −17.7K | Reduced |
| 2 | Osaic Holdings, Inc. | 775.3K | $8.64M | +32.7K | Added |
| 3 | Smith Asset Management Co., LLC | 339.6K | $3.78M | +5.6K | Added |
| 4 | Commonwealth Equity Services, LLC | 300.2K | $3.34M | −27.9K | Reduced |
| 5 | Independent Financial Group, LLC | 259.5K | $2.89M | +28.1K | Added |
| 6 | Lpl Financial LLC | 186.7K | $2.08M | −82.7K | Reduced |
| 7 | Royal Bank Of Canada | 159.8K | $1.78M | −1.9K | Reduced |
| 8 | Ameriprise Financial Inc | 142.1K | $1.58M | +17.5K | Added |
| 9 | Cetera Investment Advisers | 139.8K | $1.56M | −4.2K | Reduced |
| 10 | Everstar Asset Management, LLC | 77.9K | $868.3K | −1.7K | Reduced |
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