Stock Analysis
Data Source: SEC EDGAR 13F
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Cohen & Steers Total Return (RFI)

80 + Investors. Track Smart Money conviction in RFI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — RFI

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RFI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
80 hedge funds hold RFI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

38 buying22 selling
Last quarter: 38 funds were net buyers (9 opened a brand new position + 29 added to an existing one). Only 22 were sellers (14 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 11 → 7 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 30% medium 12% new
46 out of 80 hedge funds have held RFI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

7 → 10 → 11 → 7 → 9 new funds/Q
New funds entering each quarter: 10 → 11 → 7 → 9. RFI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 57% veterans vs 20% newcomers

57% veterans 22% 1-2yr 20% new
Entry-cohort mix of 80 holders: 46 (57%) are 2+ year veterans, 18 entered 1–2 years ago, and 16 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
11 of 80 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in RFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RFI

In 2026 Q2, 38 hedge funds were net buyers of RFI (9 opened a new position, 29 added to an existing one), while 22 reduced or exited (14 trimmed, 8 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 40% of total institutional value in RFI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 80.

Hedge Fund Ownership: RFI

How many hedge funds hold RFI — quarterly history vs. share price
Quarterly hedge fund ownership of RFI vs. share price

Market Analysis: RFI

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: RFI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: RFI
80 + Investors

Track Smart Money conviction in RFI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 80 79 1.27%
13F Shares 5M 5M 2.34%
Total Value $56M $53M 4.8%
New Positions 9 7 +2
Increased Positions 29 25 +4
Closed Positions 8 7 +1
Reduced Positions 14 23 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RFI

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Institutional Holders (2026 Q2)

80 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RFI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RFI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Smith Asset Management Co., LLC 2.97% 333,654 $3.8M
2 Everstar Asset Management, LLC 0.43% 77,948 $882K
3 Marshall & Sterling Wealth Advisors Inc. 0.27% 40,718 $461K
4 Samalin Investment Counsel, LLC 0.27% 77,105 $873K
5 Freestate Advisors LLC 0.17% 20,591 $233K
6 Sage Investment Counsel LLC 0.11% 10,000 $113K
7 Weinberger Asset Management, Inc 0.11% 29,310 $337K
8 Access Financial Services, INC. 0.09% 25,080 $284K
9 TFB Advisors LLC 0.09% 18,173 $206K
10 Westbourne Investment Advisors, Inc. 0.09% 28,700 $325K
11 WealthBridge Capital Management, LLC 0.06% 28,088 $318K
12 Realta Investment Advisors 0.05% 15,218 $172K
13 Schnieders Capital Management, LLC. 0.05% 35,110 $397K
14 RB Capital Management, LLC 0.04% 18,077 $205K
15 Almitas Capital LLC 0.04% 13,443 $152K
16 NWF Advisory Services Inc. 0.04% 33,425 $378K
17 Shufro Rose & Co LLC 0.03% 50,000 $566K
18 Strategic Advisors LLC 0.03% 11,101 $126K
19 Landscape Capital Management, L.L.C. 0.02% 33,196 $376K
20 Wolverine Asset Management LLC 0.02% 214,113 $2.4M
21 Readystate Asset Management LP 0.02% 43,625 $494K
22 Stratos Wealth Advisors, LLC 0.02% 25,154 $285K
23 Pallas Capital Advisors LLC 0.01% 42,499 $481K
24 CoreCap Advisors, LLC 0.01% 37,792 $428K
25 Cape Investment Advisory, Inc. 0.01% 3,473 $39K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cohen & Steers Total Return (RFI)

What does the Smart Money Trend signal show for RFI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RFI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RFI?

More buyers than sellers — 63% buying: Last quarter: 38 funds were net buyers (9 opened a brand new position + 29 added to an existing one). Only 22 were sellers (14 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RFI holders?

Elite ownership — 40% AUM from top-100 funds: 11 of 80 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in RFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RFI?

57% of holders stayed for 2+ years: 46 out of 80 hedge funds have held RFI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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