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Meriwether Wealth & Planning’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Meriwether Wealth & 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
Q3 		$5.24K Buy
+500
New +$5.64K ﹤0.01% 509

Other funds holding RFI

SAM
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Meriwether Wealth & Planning's RFI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Cohen & Steers Total Return Realty Fund (RFI) in Q3 2026: 500 shares worth $5.24K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings.

15 funds tracked by Wall St. Rank hold RFI as of Q3 2026.

  • Meriwether Wealth & Planning held 500 shares of Cohen & Steers Total Return Realty Fund worth $5.24K as of Q3 2026.
  • Cohen & Steers Total Return Realty Fund was a new Meriwether Wealth & Planning position in Q3 2026.
  • Cohen & Steers Total Return Realty Fund made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #509 holding.
  • 15 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.