Institute for Wealth Management, LLC.

Position in RFI — Cohen & Steers Total Return Realty Fund Inc

CIK 1533954 DENVER, CO

Position in RFI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$84,730

-$87,577 QoQ

Shares Held

7,485

-29.3% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#18

of 27 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. RFI ranks #43 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXSL	Blackstone Secured Lending Fund	115,773	$2,744,977
2	BX	Blackstone Inc.	17,555	$2,065,696
3	KKR	KKR & Co. Inc.	10,154	$931,934
4	CET	Central Securities Corp	16,394	$859,865
5	ECF	Ellsworth Growth & Income Fund Ltd	52,289	$690,737
6	GDV	Gabelli Dividend & Income Trust	18,050	$530,670
7	APO	Apollo Global Management, Inc.	4,340	$513,465
8	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	25,742	$479,830

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,730	7,485	-29.3%	Shares	Sole	2026-07-28
2021-09-30	$172,307	10,584	0.0%	Shares	Sole	2021-11-15
2021-06-30	$172,413	10,584	-0.3%	Shares	Sole	2021-07-21
2021-03-31	$155,326	10,617	-0.9%	Shares	Sole	2021-05-04
2020-12-31	$142,214	10,717	0.0%	Shares	Sole	2021-02-01
2020-09-30	$127,853	10,717	0.0%	Shares	Sole	2020-11-03
2020-06-30	$131,926	10,717	0.0%	Shares	Sole	2020-07-30
2020-03-31	$108,348	10,717	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.