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

JFS Wealth 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	$1.12K	Buy	+99	New	+$1.13K	﹤0.01%	1770

Other funds holding RFI

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors's RFI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Cohen & Steers Total Return Realty Fund (RFI) in Q2 2026: 99 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #1770 among its holdings.

11 funds tracked by Wall St. Rank hold RFI as of Q2 2026.

JFS Wealth Advisors held 99 shares of Cohen & Steers Total Return Realty Fund worth $1.12K as of Q2 2026.
Cohen & Steers Total Return Realty Fund was a new JFS Wealth Advisors position in Q2 2026.
Cohen & Steers Total Return Realty Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1770 holding.
11 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.