GIA
RFI

GHP Investment Advisors’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

GHP Investment 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
2025
Q4 		– Sell
-630
Closed -$7.62K – 1007
2025
Q3 		$7.62K Sell
630
-700
-53% -$8.38K ﹤0.01% 741
2025
Q2 		$16K Buy
+1,330
New +$15.7K ﹤0.01% 662

Other funds holding RFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GHP Investment Advisors's RFI Position: Q4 2025 in Review

GHP Investment Advisors sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q4 2025, closing a stake of 630 shares — an estimated $7.62K sold.

GHP Investment Advisors first reported a position in RFI in Q2 2025 and held it in 2 quarters. The position peaked at $16K in Q2 2025. 81 funds tracked by Wall St. Rank hold RFI as of Q4 2025.

  • GHP Investment Advisors reported no remaining Cohen & Steers Total Return Realty Fund position as of Q4 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 630 Cohen & Steers Total Return Realty Fund shares in Q4 2025, an estimated $7.62K.
  • GHP Investment Advisors first reported a position in Cohen & Steers Total Return Realty Fund in Q2 2025 and held it in 2 quarters.
  • GHP Investment Advisors's Cohen & Steers Total Return Realty Fund position peaked at $16K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q4 2025.

Based on GHP Investment Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.