Cape Investment Advisory’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Cape Investment Advisory’s Portfolio RFI Stock Details RFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$38.4K	Hold
2025 Q3	$42K	Sell
2025 Q2	$60K	Hold
2025 Q1	$60.1K	Buy