Sit Investment Associates Inc. Lowers Holdings in Cornerstone Total Return Fund, Inc. $CRF

Posted by George Bondi on Jun 12th, 2026

Sit Investment Associates Inc. lowered its holdings in shares of Cornerstone Total Return Fund, Inc. (NYSEAMERICAN:CRF – Free Report) by 12.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,090,707 shares of the investment management company’s stock after selling 1,374,043 shares during the quarter. Cornerstone Total Return Fund makes up 1.6% of Sit Investment Associates Inc.’s portfolio, making the stock its 11th biggest holding. Sit Investment Associates Inc. owned approximately 0.09% of Cornerstone Total Return Fund worth $80,827,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CRF. Kovack Advisors Inc. purchased a new position in shares of Cornerstone Total Return Fund in the fourth quarter worth $2,163,000. LPL Financial LLC grew its stake in Cornerstone Total Return Fund by 5.9% during the fourth quarter. LPL Financial LLC now owns 1,885,667 shares of the investment management company’s stock valued at $15,104,000 after acquiring an additional 105,444 shares in the last quarter. Goldman Sachs Group Inc. purchased a new position in Cornerstone Total Return Fund during the fourth quarter valued at $80,000. Creative Financial Designs Inc. ADV increased its holdings in Cornerstone Total Return Fund by 29.1% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 49,039 shares of the investment management company’s stock valued at $393,000 after acquiring an additional 11,040 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in Cornerstone Total Return Fund by 13,390.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 312,716 shares of the investment management company’s stock valued at $2,505,000 after acquiring an additional 310,398 shares during the last quarter. Institutional investors own 10.41% of the company’s stock.

Cornerstone Total Return Fund Trading Up 1.1%

Shares of CRF stock opened at $7.18 on Friday. The company’s fifty day simple moving average is $7.21 and its two-hundred day simple moving average is $7.50. Cornerstone Total Return Fund, Inc. has a 52 week low of $6.56 and a 52 week high of $8.25.

Cornerstone Total Return Fund Dividend Announcement

The company also recently declared a monthly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be paid a dividend of $0.1176 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a c) dividend on an annualized basis and a yield of 19.7%.

About Cornerstone Total Return Fund

(Free Report)

Cornerstone Total Return Fund (NYSE American: CRF) is a diversified, closed-end management investment company that seeks to provide shareholders with a combination of current income and capital appreciation. Since its initial public offering in 1989, the fund has offered investors exposure to a broad range of fixed-income and equity-related securities, leveraging a total-return strategy. Its shares trade on the NYSE American exchange, providing daily liquidity in a closed-end format.

The fund’s principal investment approach involves allocating assets across convertible securities, high-yield corporate debt, bank loans and common equities.