Institutional Ownership
Cohen & Steers Total Return
CUSIP 19247R103COMRFIQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
9.8%
Max % of class reported
Institutional Holders
79
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Nov 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 7, 2025 | Morgan Stanley | 13G/A | 4.7% | 1.25M | SEC |
| 2 | Feb 9, 2024 | Morgan Stanley | 13G/A | 5.7% | 1.52M | SEC |
| 3 | Feb 9, 2023 | Morgan Stanley | 13G | 5.1% | 1.35M | SEC |
| 4 | Feb 6, 2023 | First Trust Portfolios LP | 13G/A | 2.6% | 668.2K | SEC |
| 5 | Jan 20, 2022 | First Trust Portfolios LP | 13G/A | 6.0% | 1.56M | SEC |
| 6 | Jan 21, 2021 | First Trust Portfolios LP | 13G/A | 7.3% | 1.90M | SEC |
| 7 | Feb 3, 2020 | First Trust Portfolios LP | 13G/A | 9.8% | 2.55M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.20M | $13.36M |
| 2 | Osaic Holdings, Inc. | 775.3K | $8.64M |
| 3 | Smith Asset Management Co., LLC | 339.6K | $3.78M |
| 4 | Commonwealth Equity Services, LLC | 300.2K | $3.34M |
| 5 | Independent Financial Group, LLC | 259.5K | $2.89M |
| 6 | Lpl Financial LLC | 186.7K | $2.08M |
| 7 | Royal Bank Of Canada | 159.8K | $1.78M |
| 8 | Ameriprise Financial Inc | 142.1K | $1.58M |
| 9 | Cetera Investment Advisers | 139.8K | $1.56M |
| 10 | Everstar Asset Management, LLC | 77.9K | $868.3K |