FWA
RFI

FORM Wealth Advisors’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

FORM Wealth Advisors’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$132K Buy
10,951
+143
+1% +$1.73K 0.02% 64
2025
Q1 		$131K Buy
+10,808
New +$131K 0.02% 62