Envestnet Asset Management
RFI

Envestnet Asset Management’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Envestnet Asset Management’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
2025
Q2 		$387K Sell
2025
Q1 		$389K Buy
2024
Q4 		$369K Buy
2020
Q2 		– Sell
2020
Q1 		$463K Buy
2019
Q1 		– Sell
2018
Q4 		$218K Buy