FFA
RFI

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

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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. 11 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.
  • 11 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.