MSFP
RFI

Mark Sheptoff Financial Planning’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$7.19K Buy
+619
New +$7.04K ﹤0.01% 383

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 $71.6B AUM 21.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mark Sheptoff Financial Planning's RFI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Cohen & Steers Total Return Realty Fund (RFI) in Q1 2026: 619 shares worth $7.19K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings.

79 funds tracked by Wall St. Rank hold RFI as of Q1 2026.

  • Mark Sheptoff Financial Planning held 619 shares of Cohen & Steers Total Return Realty Fund worth $7.19K as of Q1 2026.
  • Cohen & Steers Total Return Realty Fund was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • Cohen & Steers Total Return Realty Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #383 holding.
  • 79 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.