Sonora Investment Management’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Sonora Investment Management’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
2021 Q3	$42K	Buy	+2,591	New	+$42.7K	0.01%	453

Other funds holding RFI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sonora Investment Management's RFI Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Cohen & Steers Total Return Realty Fund (RFI) in Q3 2021: 2,591 shares worth $42K. The stake represents 0.01% of the portfolio and ranks #453 among its holdings.

70 funds tracked by Wall St. Rank hold RFI as of Q3 2021.

Sonora Investment Management held 2,591 shares of Cohen & Steers Total Return Realty Fund worth $42K as of Q3 2021.
Cohen & Steers Total Return Realty Fund was a new Sonora Investment Management position in Q3 2021.
Cohen & Steers Total Return Realty Fund made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #453 holding.
70 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.