FORM Wealth Advisors’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History
Bought
Maintained
Sold
Other funds holding RFI
SAM
IFG
FORM Wealth Advisors's RFI Position: Q2 2025 in Review
FORM Wealth Advisors increased its Cohen & Steers Total Return Realty Fund (RFI) stake by 1.3% in Q2 2025, buying an estimated $1.69K and bringing the position to 10,951 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #64.
FORM Wealth Advisors first reported a position in RFI in Q1 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold RFI as of Q2 2025.
- FORM Wealth Advisors held 10,951 shares of Cohen & Steers Total Return Realty Fund worth $132K as of Q2 2025.
- FORM Wealth Advisors bought 143 Cohen & Steers Total Return Realty Fund shares in Q2 2025, an estimated $1.69K.
- Cohen & Steers Total Return Realty Fund made up 0.02% of FORM Wealth Advisors's portfolio in Q2 2025, its #64 holding.
- FORM Wealth Advisors first reported a position in Cohen & Steers Total Return Realty Fund in Q1 2025 and has held it in 2 quarters since.
- 79 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q2 2025.
Based on FORM Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.