CA
RFI

Clearstead Advisors’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Clearstead Advisors’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$95.4K Buy
7,914
+157
+2% +$1.89K ﹤0.01% 1073
2025
Q1 		$93.8K Buy
7,757
+153
+2% +$1.85K ﹤0.01% 1012
2024
Q4 		$88.1K Buy
7,604
+148
+2% +$1.71K ﹤0.01% 1047
2024
Q3 		$97.6K Hold
7,456
– – ﹤0.01% 1030
2024
Q2 		$86.2K Buy
+7,456
New +$86.2K ﹤0.01% 1029