WCM
RFI

WealthBridge Capital Management’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

WealthBridge Capital Management’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$804K Sell
66,683
-2,603
-4% -$31.4K 0.2% 90
2025
Q1 		$838K Buy
69,286
+7,989
+13% +$96.6K 0.24% 80
2024
Q4 		$710K Buy
61,297
+6,062
+11% +$70.2K 0.2% 87
2024
Q3 		$723K Buy
55,235
+7,603
+16% +$99.5K 0.21% 85
2024
Q2 		$551K Buy
+47,632
New +$551K 0.18% 91