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

Farther Finance Advisors’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
2026 Q2	$22.3K	Hold	1,968	–	–	﹤0.01%	3894
2026 Q1	$21.9K	Hold	1,968	–	–	﹤0.01%	3596
2025 Q4	$21.7K	Buy	1,968 +494	+34%	+$5.64K	﹤0.01%	3386
2025 Q3	$17.8K	Hold	1,474	–	–	﹤0.01%	3122
2025 Q2	$17.8K	Buy	1,474 +1,023	+227%	+$12.1K	﹤0.01%	2758
2025 Q1	$5.46K	Buy	451 +320	+244%	+$3.83K	﹤0.01%	3015
2024 Q4	$1.52K	Hold	131	–	–	﹤0.01%	3113
2024 Q3	$1.72K	Hold	131	–	–	﹤0.01%	3044
2024 Q2	$1.51K	Buy	+131	New	+$1.48K	﹤0.01%	2909

Other funds holding RFI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Farther Finance Advisors's RFI Position: Q2 2026 in Review

Farther Finance Advisors held its Cohen & Steers Total Return Realty Fund (RFI) position steady in Q2 2026 at 1,968 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

Farther Finance Advisors first reported a position in RFI in Q2 2024 and has held it in 9 quarters since. 79 funds tracked by Wall St. Rank hold RFI as of Q2 2026.

Farther Finance Advisors held 1,968 shares of Cohen & Steers Total Return Realty Fund worth $22.3K as of Q2 2026.
Farther Finance Advisors left its Cohen & Steers Total Return Realty Fund share count unchanged in Q2 2026.
Cohen & Steers Total Return Realty Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3894 holding.
Farther Finance Advisors first reported a position in Cohen & Steers Total Return Realty Fund in Q2 2024 and has held it in 9 quarters since.
79 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.