Independent Financial Group’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Independent Financial Group’s Portfolio RFI Stock Details RFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.89M	Buy
2025 Q4	$2.56M	Buy
2025 Q3	$2.4M	Sell
2025 Q2	$2.41M	Buy
2025 Q1	$2.27M	Buy
2024 Q4	$2.03M	Buy
2024 Q3	$1.28M	Buy
2024 Q2	$992K	Buy
2024 Q1	$885K	Buy