How many institutions own RFI stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own RFI shares is 80, representing 18.92% of the company's common stock.

Who are the major shareholders selling Cohen & Steers Total Return Realty Fund, Inc. stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in RFI by -4.86% restricting it's holding to 351.64 thousand shares of worth nearly $4.26M. CENTRAL TRUST CO also lessened -31.39% of the RFI shares from its portfolio, reducing its holding to 8.19 thousand shares of worth $99.09K. UBS GROUP AG also shunned RFI shares holding by -14.49% last quarter which brought its holding to 12.66 thousand shares worth $153.20K.

Investors who are buying RFI stock?

As per its latest 13F filing, COMERICA BANK increased its stake in RFI by 0.07% in the last quarter. The institutional holder raised its holding to 26.74 thousand shares having worth more than $323.49K. KESTRA ADVISORY SERVICES, LLC also added 100% more shares of RFI to its portfolio, raising its holding to 30.28 thousand shares of worth $366.41K. NWF ADVISORY SERVICES INC. also increased its RFI shares holding by 5.56% which brought its holding to 32.28 thousand shares worth $390.53K.

RFI's major insiders: who are they?

The insider with the most stakes in RFI is COHEN MARTIN , Co-Chairman at the company. Additionally, RFI stock is highly held by director Junkans Dean and director NORMAN RICHARD J among others.

Did an insider recently sell RFI stock?

Company executives, directors, and other insiders own N/A percent of Cohen & Steers Total Return Realty Fund, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which RFI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WARD C EDWARD JR, COHEN BONNIE, and STEERS ROBERT HAMILTON.

Which insider recently purchased RFI stock?

There have been 0 transaction(s) during the past 6-months in which Cohen & Steers Total Return Realty Fund, Inc. insiders have bought stock, totalling 0 shares

How much of RFI does insiders own?

Around 0 Cohen & Steers Total Return Realty Fund, Inc. shares are held by insiders, which represents about N/A of RFI stock.

Who is the insider with the largest stake?

RFI Co-Chairman, COHEN MARTIN holds the largest portfolio of the company's shares. RFI shares owned by COHEN total nearly 38.7 thousand.

Which institution holds the most shares in RFI?

COMERICA BANK is the largest institutional owner in RFI which holds 26.74 thousand shares worth $323.49K or 0.1% of the total RFI shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 351.64 thousand shares representing 1.32% of the RFI ownership. WESTBOURNE INVESTMENT ADVISORS, INC. is the third largest stakeholder with 27.2 thousand shares or 0.1% of the ownership worth more than $329.12K.

Is Cohen & Steers Total Return Realty Fund, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the RFI is concerned, it is a stock which is not optionable.

Is there a short position on RFI's shares?

Number of RFI shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding RFI shares are there?

As of today, null shares of RFI are outstanding.

Is there many float in RFI stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, RFI has null shares in float.

RFI short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for RFI is null.

Cohen & Steers Total Return Realty Fund (RFI) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

18.92% Percentage of Shares held by All Institutions

18.92% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 18.92% of RFI shares are held by financial institutions. COMERICA BANK is the top corporate investor, holding 26.74K shares valued at $323.49K. A 0.1% stake in Cohen & Steers Total Return Realty Fund, Inc. is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 351.64K shares valued at $4.26M, which translates its holding of 1.32% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	COMERICA BANK	0.1%	26.74K	323.49K	20	+0.07%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.32%	351.64K	4.26M	-17.96K	-4.86%
Sep 30, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.1%	27.2K	329.12K	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	30.28K	366.41K	30.28K	+100.00%
Sep 30, 2025	CENTRAL TRUST CO	0.03%	8.19K	99.09K	-3.75K	-31.39%
Sep 30, 2025	FIDUCIARY TRUST CO	0.04%	10.66K	129.02K	0	0
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.06%	15.22K	184.14K	0	0
Sep 30, 2025	TFB ADVISORS LLC	0.07%	18.17K	213.35K	0	0
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.12%	32.28K	390.53K	1.7K	+5.56%
Sep 30, 2025	INVESCO LTD.	0.12%	33.07K	400.15K	1.36K	+4.29%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.14%	38.35K	464.08K	2.08K	+5.73%
Sep 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.16%	42.5K	514.24K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.03%	8.49K	102.67K	0	0
Sep 30, 2025	STRATEGIC ADVISORS LLC	0.04%	11.1K	134.32K	0	0
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.04%	11.53K	139.55K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.05%	12.18K	147.33K	12.18K	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	12.43K	150.36K	593	+5.01%
Sep 30, 2025	UBS GROUP AG	0.05%	12.66K	153.2K	-2.15K	-14.49%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.05%	13.21K	159.83K	905	+7.36%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.05%	13.68K	165.52K	13.68K	+100.00%
Sep 30, 2025	FREESTATE ADVISORS LLC	0.07%	19.74K	238.88K	0	0
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.08%	20.52K	248.23K	0	0
Sep 30, 2025	DAVENPORT & CO LLC	0.08%	20.83K	251.99K	299	+1.46%
Sep 30, 2025	RB CAPITAL MANAGEMENT, LLC	0.09%	23.74K	287.23K	190	+0.81%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	30.57K	369.9K	-1.56K	-4.84%
Sep 30, 2025	WEINBERGER ASSET MANAGEMENT, INC	0.12%	31.33K	379.07K	0	0
Sep 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.16%	43.74K	528.87K	-2.41K	-5.22%
Sep 30, 2025	ACCESS FINANCIAL SERVICES, INC.	0.17%	44.9K	543.31K	-31.22K	-41.01%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.19%	50K	604.5K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.24%	63.29K	765.78K	9.19K	+17.00%
Sep 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.25%	67.04K	811.15K	354	+0.53%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	67.34K	814.82K	34.77K	+106.73%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.3%	79.71K	964.54K	1.47K	+1.88%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.3%	80.05K	968.58K	4.69K	+6.23%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	82.71K	1M	5.66K	+7.34%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.38%	102.28K	1.24M	150	+0.15%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.41%	108.93K	1.32M	3.02K	+2.85%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.51%	136.89K	1.66M	6.66K	+5.12%
Sep 30, 2025	ROYAL BANK OF CANADA	0.64%	171.11K	2.07M	-2.56K	-1.48%
Sep 30, 2025	LPL FINANCIAL LLC	1.1%	294.69K	3.57M	18.3K	+6.62%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.11%	296.74K	3.59M	11.28K	+3.95%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	1.26%	336.21K	4.07M	-5.69K	-1.66%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.72%	458.86K	5.55M	1.14K	+0.25%
Sep 30, 2025	FIRST HORIZON CORP	0%	1K	12.1K	1K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	1.08K	13.11K	22	+2.07%
Sep 30, 2025	FIFTH THIRD BANCORP	0%	1.16K	13.98K	1.16K	+100.00%
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0%	1.32K	15.91K	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	1.42K	17.21K	19	+1.35%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1.47K	17.84K	0	0
Sep 30, 2025	COLONIAL TRUST CO / SC	0.01%	2.5K	30.1K	0	0
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	2.61K	31.58K	0	0
Sep 30, 2025	EASTERN BANK	0.01%	3.78K	45.73K	3.78K	+100.00%
Sep 30, 2025	ALBION FINANCIAL GROUP /UT	0.02%	5.63K	68.1K	111	+2.01%
Sep 30, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.02%	5.65K	68.37K	0	0
Sep 30, 2025		0.13%	35.11K	424.83K	35.11K	+100.00%
Sep 30, 2025	MORGAN STANLEY	4.68%	1.25M	15.13M	-17.23K	-1.36%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.03%	8.07K	97.69K	160	+2.02%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	6.7K	81.07K	6.7K	+100.00%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.03%	7.82K	94.62K	-1.16K	-12.89%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.18%	46.88K	567.24K	-205.59K	-81.43%
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.3%	80.82K	977.96K	-367	-0.45%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	16.6K	200.83K	2.21K	+15.37%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.12%	32.27K	390.44K	-500	-1.53%
Jun 30, 2025	COLONIAL TRUST CO / SC	0.01%	2.5K	29.95K	0	0
Jun 30, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.02%	5.65K	68.14K	0	0
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0.02%	5.52K	66.54K	109	+2.02%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	2.1K	25.33K	2.1K	+100.00%
Jun 30, 2025	OPTIMUM INVESTMENT ADVISORS	0%	1K	12.06K	0	0
Jun 30, 2025	RICHARDSON FINANCIAL SERVICES INC.	0%	1K	12.06K	0	0
Jun 30, 2025	WFA OF SAN DIEGO, LLC	0%	750	9.05K	750	+100.00%
Jun 30, 2025	MCF ADVISORS LLC	0%	731	8.81K	0	0
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	450	5.43M	0	0
Jun 30, 2025	BRYN MAWR TRUST CO	0%	388	4.68K	0	0
Jun 30, 2025	MORGAN STANLEY	4.77%	1.27M	15.29M	-62.75K	-4.72%
Jun 30, 2025	ROYAL BANK OF CANADA	0.65%	173.68K	2.1M	6.53K	+3.90%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	77.06K	929.31K	-5.23K	-6.36%
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0.02%	4.97K	59.97K	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	2.61K	31.48K	1.03K	+65.19%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.01%	1.32K	15.86K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.49%	130.22K	1.57M	7.27K	+5.92%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.38%	102.13K	1.23M	-31.38K	-23.50%
Jun 30, 2025	OLIVER LAGORE VANVALIN INVESTMENT GROUP	0%	328	3.97M	328	+100.00%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	297	3.58K	0	0
Jun 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0%	263	3.17K	0	0
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	3	36	0	0
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	0	-	-335	-100.00%
Jun 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	0%	0	-	-882	-100.00%
Jun 30, 2025	ACCESS FINANCIAL SERVICES, INC.	0.29%	76.12K	917.97K	0	0
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.28%	75.36K	908.78K	-2.08K	-2.69%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.05%	12.3K	148.39K	810	+7.05%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.08%	20.52K	247.41K	0	0
Jun 30, 2025	FREESTATE ADVISORS LLC	0.07%	19.74K	238.09K	133	+0.68%
Jun 30, 2025	TFB ADVISORS LLC	0.07%	18.17K	219.16K	0	0
Jun 30, 2025		0.03%	8.81K	106.29K	0	0
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.29%	78.24K	943.59K	1.07K	+1.38%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	1.29%	341.9K	4.12M	-3.36K	-0.97%
Jun 30, 2025	LPL FINANCIAL LLC	1.04%	276.39K	3.33M	4.11K	+1.51%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.95%	252.47K	3.04M	-9.11K	-3.48%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.4%	105.91K	1.28M	-5.92K	-5.30%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	32.57K	392.84K	2.16K	+7.11%
Jun 30, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.1%	27.2K	328.03K	27.2K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1.47K	17.78K	1.02K	+226.83%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	1.4K	16.93K	28	+2.04%
Jun 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.01%	1.33K	16.04K	1.33K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.39%	369.6K	4.46M	1.55K	+0.42%
Jun 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.25%	66.68K	804.2K	-2.6K	-3.76%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.12%	32.77K	395.18K	120	+0.37%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	32.13K	387.43K	-14	-0.04%
Jun 30, 2025	INVESCO LTD.	0.12%	31.71K	382.44K	-72	-0.23%
Jun 30, 2025	COMERICA BANK	0.1%	26.72K	322.18K	1.5K	+5.95%
Jun 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.06%	15.22K	183.53K	0	0
Jun 30, 2025	UBS GROUP AG	0.06%	14.81K	178.57K	-3.17K	-17.62%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	14.39K	173.5K	-388	-2.63%
Jun 30, 2025	CENTRAL TRUST CO	0.04%	11.94K	143.94K	-5.41K	-31.20%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	11.83K	142.71K	-359	-2.94%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.04%	11.53K	139.09K	0	0
Jun 30, 2025	STRATEGIC ADVISORS LLC	0.04%	11.1K	133.88K	0	0
Jun 30, 2025	SHUFRO ROSE & CO LLC	0.19%	50K	604.5K	0	0
Jun 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.16%	42.5K	512.54K	0	0
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.14%	36.28K	437.47K	1.34K	+3.83%
Jun 30, 2025	SCHNIEDERS CAPITAL MANAGEMENT LLC	0.13%	35.74K	430.96K	-125	-0.35%
Jun 30, 2025	RB CAPITAL MANAGEMENT, LLC	0.09%	23.55K	283.98K	-742	-3.05%
Jun 30, 2025	DAVENPORT & CO LLC	0.08%	20.53K	247.55K	299	+1.48%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.06%	15.74K	189.85K	-27.97K	-63.99%
Jun 30, 2025	FIDUCIARY TRUST CO	0.04%	10.66K	128.6K	0	0
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.03%	8.98K	108.26K	8.98K	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.03%	8.49K	102.33K	0	0
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.03%	7.91K	95.45K	157	+2.02%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.02%	6.35K	76.58K	4.54K	+250.44%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.72%	457.72K	5.52M	29K	+6.76%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.07%	285.46K	3.44M	-21.42K	-6.98%
Jun 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.31%	81.19K	979.15K	-58	-0.07%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.2%	54.09K	652.37K	2.9K	+5.66%
Jun 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.17%	46.15K	556.18K	-2.96K	-6.02%
Jun 30, 2025	WEINBERGER ASSET MANAGEMENT, INC	0.12%	31.33K	377.82K	0	0
Jun 30, 2025	FORM WEALTH ADVISORS, LLC	0.04%	10.95K	132.07K	143	+1.32%
Jun 30, 2025	COMPASS PLANNING ASSOCIATES INC	0.03%	8.81K	106.29K	0	0
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.12%	30.58K	368.74K	2K	+7.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.12%	32.65K	394.72K	939	+2.96%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	32.14K	388.56K	303	+0.95%
Mar 31, 2025	INVESCO LTD.	0.12%	31.78K	384.26K	4.66K	+17.16%
Mar 31, 2025	COMERICA BANK	0.09%	25.22K	304.85K	0	0
Mar 31, 2025	RB CAPITAL MANAGEMENT, LLC	0.09%	24.29K	293.67K	422	+1.77%
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.08%	20.52K	248.03K	0	0
Mar 31, 2025	DAVENPORT & CO LLC	0.08%	20.23K	244.56K	287	+1.44%
Mar 31, 2025	FREESTATE ADVISORS LLC	0.07%	19.61K	237.07K	6.72K	+52.15%
Mar 31, 2025	TFB ADVISORS LLC	0.07%	18.17K	219.71K	0	0
Mar 31, 2025	UBS GROUP AG	0.07%	17.97K	217.31K	-13.26K	-42.46%
Mar 31, 2025	CENTRAL TRUST CO	0.07%	17.35K	209.73K	-8.91K	-33.92%
Mar 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.06%	15.22K	183.99K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	14.78K	178.64K	-690	-4.46%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	12.19K	147.4K	486	+4.15%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.04%	11.49K	138.96K	11.49K	+100.00%
Mar 31, 2025	STRATEGIC ADVISORS LLC	0.04%	11.1K	134.21K	0	0
Mar 31, 2025	FIDUCIARY TRUST CO	0.04%	10.66K	128.92K	0	0
Mar 31, 2025		0.03%	8.81K	106.55K	0	0
Mar 31, 2025	CORECAP ADVISORS, LLC	0.03%	8.49K	102.58K	-3.85K	-31.21%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.03%	7.76K	93.78K	153	+2.01%
Mar 31, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.02%	5.65K	68.31K	0	0
Mar 31, 2025	ALBION FINANCIAL GROUP /UT	0.02%	5.41K	65.39K	105	+1.98%
Mar 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.02%	4.97K	60.12K	4.97K	+100.00%
Mar 31, 2025	MORGAN STANLEY	5.01%	1.33M	16.09M	-96.66K	-6.77%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	82.29K	994.9K	-1.42K	-1.70%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	30.41K	367.67K	35	+0.12%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.04%	11.53K	139.43K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.61%	428.72K	5.18M	25.06K	+6.21%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.39%	368.06K	4.45M	-17.21K	-4.47%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.16%	306.88K	3.71M	7.11K	+2.37%
Mar 31, 2025	LPL FINANCIAL LLC	1.03%	272.28K	3.29M	674	+0.25%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.98%	261.58K	3.16M	-21.45K	-7.58%
Mar 31, 2025	ROYAL BANK OF CANADA	0.63%	167.15K	2.02M	9.09K	+5.75%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.5%	133.5K	1.61M	133.5K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	122.95K	1.49M	5.56K	+4.73%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.42%	111.83K	1.35M	15.37K	+15.93%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.29%	77.44K	936.21K	2.74K	+3.67%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.29%	77.17K	933.02K	-3.47K	-4.30%
Mar 31, 2025	ACCESS FINANCIAL SERVICES, INC.	0.29%	76.12K	920.25K	2.78K	+3.78%
Mar 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.26%	69.29K	837.66K	7.99K	+13.03%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.19%	51.19K	618.93K	-952	-1.83%
Mar 31, 2025	SHUFRO ROSE & CO LLC	0.19%	50K	604.5K	37K	+284.62%
Mar 31, 2025	CORNERSTONE ADVISORS, LLC	0.16%	43.72K	528.53K	2.77K	+6.77%
Mar 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.16%	42.5K	513.81K	0	0
Mar 31, 2025	SCHNIEDERS CAPITAL MANAGEMENT LLC	0.14%	35.86K	433.55K	-2.09K	-5.50%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.13%	34.94K	422.4K	918	+2.70%
Mar 31, 2024	FIDUCIARY TRUST CO	0.04%	10.66K	126.78K	0	0
Mar 31, 2024	LEVEL FOUR ADVISORY SERVICES, LLC	0.04%	10.57K	124.23K	0	0
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	0.04%	10K	118.9K	0	0
Mar 31, 2024	TRIVANT CUSTOM PORTFOLIO GROUP, LLC	0.03%	6.87K	81.7K	0	0
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	6.18K	73.5K	41	+0.67%
Mar 31, 2024	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	5.98K	71.04K	0	0
Mar 31, 2024	MASCOMA WEALTH MANAGEMENT LLC	0.02%	5.65K	67.18K	0	0
Mar 31, 2024	ALBION FINANCIAL GROUP /UT	0.02%	5.19K	61.71K	138	+2.73%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.25%	331.66K	3.94M	17.15K	+5.45%
Mar 31, 2024	LPL FINANCIAL LLC	1.06%	281.65K	3.35M	-16.67K	-5.59%
Mar 31, 2024	ROYAL BANK OF CANADA	0.72%	191.63K	2.28M	15.25K	+8.65%
Mar 31, 2024	CORNERSTONE MANAGEMENT, INC.	0.41%	109.64K	1.3M	871	+0.80%
Mar 31, 2024	RB CAPITAL MANAGEMENT, LLC	0.09%	24.93K	296.36K	945	+3.94%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.09%	22.59K	268.53K	22.59K	+100.00%
Mar 31, 2024	WATERLOO CAPITAL, L.P.	0.08%	20.71K	246.28K	-885	-4.10%
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.08%	20.52K	243.92K	0	0
Mar 31, 2024	DAVENPORT & CO LLC	0.07%	19.21K	228.37K	270	+1.43%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.23%	59.77K	710.66K	59.77K	+100.00%
Mar 31, 2024	SIGMA PLANNING CORP	0.23%	59.84K	711.48K	34.84K	+139.34%
Mar 31, 2024	PALLAS CAPITAL ADVISORS LLC	0.16%	42.5K	505.31K	42.5K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.16%	42.28K	502.65K	888	+2.15%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.12%	30.8K	366.22K	625	+2.07%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	30.36K	361.02K	-2.3K	-7.05%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.11%	28.26K	336.05K	28.26K	+100.00%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.07%	18.86K	224.23K	2.03K	+12.09%
Mar 31, 2024	TFB ADVISORS LLC	0.07%	18.17K	200.99K	396	+2.23%
Mar 31, 2024	INVESCO LTD.	0.06%	17.08K	203.03K	-14.35K	-45.66%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.18%	46.95K	558.26K	46.95K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.19%	51.43K	611.53K	691	+1.36%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.21%	56.58K	672.76K	10.76K	+23.49%
Mar 31, 2024	SCHNIEDERS CAPITAL MANAGEMENT LLC	0.18%	47.7K	567.12K	-2K	-4.02%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.24%	63.52K	755.19K	-5.69K	-8.22%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.06%	16K	190.24K	2.3K	+16.79%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.06%	15.63K	185.88K	4K	+34.42%
Mar 31, 2024	COASTAL INVESTMENT ADVISORS, INC.	0.06%	15.22K	180.94K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	14.24K	169.26K	1.54K	+12.11%
Mar 31, 2024	MERIDIAN INVESTMENT COUNSEL INC.	0.05%	13.89K	165.2K	0	0
Mar 31, 2024	MORGAN STANLEY	5.75%	1.52M	18.12M	1.27K	+0.08%
Mar 31, 2024	JPMORGAN CHASE & CO	0.06%	16.25K	193.21K	0	0
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.02%	4.51K	53.63K	4.51K	+100.00%
Mar 31, 2024	RALEIGH CAPITAL MANAGEMENT INC.	0.01%	3.03K	36.02K	62	+2.09%
Mar 31, 2024	QUAKER WEALTH MANAGEMENT, LLC	0.25%	65.34K	776.87K	65.34K	+100.00%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.28%	74.64K	887.41K	-3.93K	-5.00%
Mar 31, 2024	CENTRAL TRUST CO	0.28%	75.01K	891.88K	-10.75K	-12.54%
Mar 31, 2024	ACCESS FINANCIAL SERVICES, INC.	0.33%	86.74K	1.03M	26	+0.03%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.34%	356.06K	4.23M	-19.71K	-5.25%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.41%	374.48K	4.45M	12.22K	+3.37%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	0.01%	2.73K	32.41K	-178.53K	-98.50%
Mar 31, 2024	BURNEY CO/	0.07%	17.3K	205.64K	-28	-0.16%
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0.01%	1.58K	18.79K	0	0
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0.01%	1.32K	15.64K	0	0
Mar 31, 2024	OPTIMUM INVESTMENT ADVISORS	0%	1K	11.89K	0	0
Mar 31, 2024	UBS GROUP AG	0.17%	46.25K	549.9K	-3.71K	-7.43%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	3.45%	913.68K	10.86M	913.68K	+100.00%
Mar 31, 2024	STRATEGIC ADVISORS LLC	0.04%	11.1K	131.99K	0	0
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	0.04%	10.89K	126.9K	0	0
Dec 31, 2023	MORGAN STANLEY	5.77%	1.52M	17.89M	-17.51K	-1.14%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	3.45K	40.57K	-9.82K	-73.98%
Dec 31, 2023	ALBION FINANCIAL GROUP /UT	0.02%	5.05K	59.37K	112	+2.27%
Dec 31, 2023	MASCOMA WEALTH MANAGEMENT LLC	0.02%	5.65K	66.39K	-200	-3.42%
Dec 31, 2023	BARTLETT & CO. LLC	0.02%	5.98K	71K	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	6.14K	73.68K	0	0
Dec 31, 2023	TRIVANT CUSTOM PORTFOLIO GROUP, LLC	0.03%	6.87K	80.74K	0	0
Dec 31, 2023	CYNDEO WEALTH PARTNERS, LLC	0.04%	10K	117.5K	0	0
Dec 31, 2023	LEVEL FOUR ADVISORY SERVICES, LLC	0.04%	10.57K	124.23K	0	0
Dec 31, 2023	FIDUCIARY TRUST CO	0.04%	10.66K	125.29K	0	0
Dec 31, 2023		0.02%	5.98K	71.64K	0	0
Dec 31, 2023	STRATEGIC ADVISORS LLC	0.04%	11.1K	130.44K	0	0
Dec 31, 2023	CORECAP ADVISORS, LLC	0.04%	11.57K	135.95K	-2.7K	-18.92%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.04%	11.63K	140.03K	1.4K	+13.69%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	12.7K	149.19K	0	0
Dec 31, 2023	SHUFRO ROSE & CO LLC	0.05%	13.7K	143.58K	0	0
Dec 31, 2023	MERIDIAN INVESTMENT COUNSEL INC.	0.05%	13.89K	163.25K	0	0
Dec 31, 2023	COASTAL INVESTMENT ADVISORS, INC.	0.06%	15.22K	178.81K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.06%	16.25K	190.94K	-3.95K	-19.55%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.06%	16.83K	197.7K	-1.54K	-8.40%
Dec 31, 2023	BURNEY CO/	0.07%	17.32K	203.55K	0	0
Dec 31, 2023	TFB ADVISORS LLC	0.07%	17.78K	208.88K	397	+2.28%
Dec 31, 2023	DAVENPORT & CO LLC	0.07%	18.94K	222.51K	-212	-1.11%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.07%	19.49K	229K	-1.11K	-5.39%
Dec 31, 2023	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.08%	20.52K	241.05K	0	0
Dec 31, 2023	WATERLOO CAPITAL, L.P.	0.08%	21.6K	253.78K	21.6K	+100.00%
Dec 31, 2023	RB CAPITAL MANAGEMENT, LLC	0.09%	23.98K	281.76K	-1.03K	-4.11%
Dec 31, 2023	SIGMA PLANNING CORP	0.09%	25K	293.76K	-31.79K	-55.97%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	28.2K	2.4M	28.2K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.11%	30.18K	354.57K	7.41K	+32.52%
Dec 31, 2023	INVESCO LTD.	0.12%	31.42K	369.23K	-19.56K	-38.36%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.37%	362.26K	4.26M	-54.28K	-13.03%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.12%	32.67K	383.83K	3.59K	+12.34%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.13%	33.63K	395.13K	17.82K	+112.69%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.16%	41.39K	486.3K	-1.3K	-3.04%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.17%	45.82K	538.39K	17.9K	+64.08%
Dec 31, 2023	SCHNIEDERS CAPITAL MANAGEMENT LLC	0.19%	49.7K	583.94K	400	+0.81%
Dec 31, 2023	UBS GROUP AG	0.19%	49.96K	587.03K	-22.14K	-30.70%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.19%	50.74K	596.21K	-17.33K	-25.45%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.26%	69.2K	813.14K	-1.06K	-1.50%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.3%	78.57K	923.16K	-623	-0.79%
Dec 31, 2023	CENTRAL TRUST CO	0.33%	85.76K	1.01B	-15.95K	-15.68%
Dec 31, 2023	ACCESS FINANCIAL SERVICES, INC.	0.33%	86.71K	1.02M	21	+0.02%
Dec 31, 2023	CORNERSTONE MANAGEMENT, INC.	0.41%	108.77K	1.28M	-66.45K	-37.92%
Dec 31, 2023	ROYAL BANK OF CANADA	0.67%	176.38K	2.07M	-18.21K	-9.36%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	0.69%	181.26K	2.13M	43.08K	+31.18%
Dec 31, 2023	LPL FINANCIAL LLC	1.13%	298.31K	3.51M	-23.87K	-7.41%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.19%	314.51K	3.7M	-75.02K	-19.26%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.43%	375.78K	4.42M	-18.87K	-4.78%

Insiders

Among the RFI insiders holding of N/A of the stake in company, COHEN MARTIN, Co-Chairman, holds the largest shares of 38.7K. JUNKANS DEAN, director, is the second largest RFI insider with ownership of 5K shares. NORMAN RICHARD J, director, stands third with possession of 5K shares of that stake.

Insiders	Designation	Shares Held
COHEN MARTIN	Co-Chairman	38.7K
JUNKANS DEAN	director	5K
NORMAN RICHARD J	director	5K
MAGINNIS GERALD J.	director	1.26K
ROSS FRANK K	director	1.16K
CLARK MICHAEL G	director	900
ROGERS-WINDSOR RAMONA LYNN	director	782
MAGPIONG JANE F.	director	400
KROON RICHARD EDWARD	director	261
WARD C EDWARD JR	director	0
SCAPELL WILLIAM F	Vice President	0
COHEN & STEERS CAPITAL MANAGEMENT INC		0
COHEN BONNIE	director	0
STEERS ROBERT HAMILTON	Chairman	0
GROSSMAN GEORGE	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 18, 2023	SCAPELL WILLIAM F	PURCHASE	11.16	1	6.82	0
Aug 07, 2023	SCAPELL WILLIAM F	PURCHASE	11.66	270	3.15K	1
Jul 06, 2023	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	11.52	175	2.02K	782
Dec 23, 2022	MAGPIONG JANE F.	PURCHASE	13.39	400	5.36K	400
Oct 04, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	12.97	150	1.95K	571
Dec 17, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	16.46	120	1.98K	420
Apr 01, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	14.85	300	4.46K	300
Aug 18, 2020	WARD C EDWARD JR	SALE	12.42	3	37.26	0
Jul 15, 2020	JUNKANS DEAN	PURCHASE	12.24	1K	12.24K	5K
Feb 11, 2020	WARD C EDWARD JR	SALE	15.57	618	9.62K	0
Jul 12, 2017	COHEN BONNIE	SALE	12.48	1	12.48	0
May 11, 2017	COHEN BONNIE	SALE	12.36	23	284.28	0
Feb 09, 2017	MAGINNIS GERALD J.	PURCHASE	12.66	397	5.02K	1.26K
Sep 26, 2016	COHEN BONNIE	SALE	13.30	271	3.6K	0
Mar 10, 2016	MAGINNIS GERALD J.	PURCHASE	12.60	800	10.08K	800
Sep 17, 2015	COHEN BONNIE	SALE	12.16	1K	12.16K	1.04K
Feb 12, 2015	STEERS ROBERT HAMILTON	SALE	13.41	2.41K	32.29K	0
Dec 12, 2014	STEERS ROBERT HAMILTON	SALE	13.17	33.28K	438.23K	0
Nov 17, 2014	STEERS ROBERT HAMILTON	SALE	12.92	3.54K	45.74K	0
Jul 08, 2014	STEERS ROBERT HAMILTON	SALE	0.00	1	-	9.34K
Oct 03, 2012	GROSSMAN GEORGE	SALE	14.01	1.08K	15.08K	0
Oct 02, 2012	GROSSMAN GEORGE	SALE	14.06	3.6K	50.6K	1.08K
Mar 02, 2012	COHEN BONNIE	SALE	13.71	160	2.19K	1.56K
Dec 27, 2011	CLARK MICHAEL G	PURCHASE	11.88	600	7.13K	900
Dec 22, 2011	CLARK MICHAEL G	PURCHASE	11.75	300	3.53K	300
Oct 05, 2010	COHEN BONNIE	SALE	12.30	400	4.92K	1.53K
May 03, 2010	COHEN MARTIN	SALE	12.20	100	1.22K	38.7K
Apr 13, 2010	COHEN BONNIE	SALE	11.72	20	234.4	1.87K
Apr 06, 2010	COHEN MARTIN	SALE	11.82	10K	118.2K	38.8K
Apr 05, 2010	COHEN MARTIN	SALE	11.55	5K	57.75K	48.8K
Mar 18, 2010	COHEN MARTIN	SALE	11.56	600	6.94K	53.8K
Nov 20, 2006	COHEN & STEERS CAPITAL MANAGEMENT INC	SALE	20.20	5.8K	117.16K	0
Nov 17, 2006	COHEN & STEERS CAPITAL MANAGEMENT INC	SALE	20.08	800	16.06K	5.88K
Nov 16, 2006	COHEN & STEERS CAPITAL MANAGEMENT INC	SALE	20.17	200	4.03K	13.92K
Oct 26, 2006	COHEN & STEERS CAPITAL MANAGEMENT INC	SALE	20.18	400	8.07K	51
Oct 05, 2005	ROSS FRANK K	PURCHASE	19.99	505	10.09K	1.16K
Mar 09, 2005	WARD C EDWARD JR	PURCHASE	19.29	100	1.93K	100
Mar 09, 2005	KROON RICHARD EDWARD	PURCHASE	19.11	261	4.99K	261
Feb 24, 2005	GROSSMAN GEORGE	PURCHASE	18.95	611	11.58K	2.74K
Sep 10, 2004	ROSS FRANK K	PURCHASE	18.45	651	12.01K	651
Apr 13, 2004	NORMAN RICHARD J	PURCHASE	15.90	3K	47.7K	5K

Frequently Asked Questions