Cyndeo Wealth Partners’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Cyndeo Wealth Partners’s Portfolio RFI Stock Details RFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,000	Closed	-$131K	–	461
2024 Q3	$131K	Hold	10,000	–	–	0.01%	439
2024 Q2	$116K	Hold	10,000	–	–	0.01%	389
2024 Q1	$119K	Hold	10,000	–	–	0.01%	379
2023 Q4	$118K	Hold	10,000	–	–	0.01%	363
2023 Q3	$105K	Hold	10,000	–	–	0.01%	333
2023 Q2	$114K	Hold	10,000	–	–	0.01%	320
2023 Q1	$121K	Hold	10,000	–	–	0.01%	314
2022 Q4	$122K	Buy	+10,000	New	+$125K	0.01%	308

Other funds holding RFI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cyndeo Wealth Partners's RFI Position: Q4 2024 in Review

Cyndeo Wealth Partners sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q4 2024, closing a stake of 10,000 shares — an estimated $131K sold.

Cyndeo Wealth Partners first reported a position in RFI in Q4 2022 and held it in 8 quarters. The position peaked at $131K in Q3 2024. 75 funds tracked by Wall St. Rank hold RFI as of Q4 2024.

Cyndeo Wealth Partners reported no remaining Cohen & Steers Total Return Realty Fund position as of Q4 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 10,000 Cohen & Steers Total Return Realty Fund shares in Q4 2024, an estimated $131K.
Cyndeo Wealth Partners first reported a position in Cohen & Steers Total Return Realty Fund in Q4 2022 and held it in 8 quarters.
Cyndeo Wealth Partners's Cohen & Steers Total Return Realty Fund position peaked at $131K in Q3 2024.
75 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q4 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.