WA
RFI

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

Westfuller 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 		$6.97K Buy
615
+12
+2% +$136 ﹤0.01% 538
2026
Q1 		$6.71K Buy
603
+13
+2% +$148 ﹤0.01% 498
2025
Q4 		$6.52K Buy
590
+12
+2% +$137 ﹤0.01% 531
2025
Q3 		$6.99K Buy
+578
New +$6.92K ﹤0.01% 505

Other funds holding RFI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $79.5B AUM 27.1% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Westfuller Advisors's RFI Position: Q2 2026 in Review

Westfuller Advisors increased its Cohen & Steers Total Return Realty Fund (RFI) stake by 2% in Q2 2026, buying an estimated $136 and bringing the position to 615 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Westfuller Advisors first reported a position in RFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.99K in Q3 2025. 79 funds tracked by Wall St. Rank hold RFI as of Q2 2026.

  • Westfuller Advisors held 615 shares of Cohen & Steers Total Return Realty Fund worth $6.97K as of Q2 2026.
  • Westfuller Advisors bought 12 Cohen & Steers Total Return Realty Fund shares in Q2 2026, an estimated $136.
  • Cohen & Steers Total Return Realty Fund made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #538 holding.
  • Westfuller Advisors first reported a position in Cohen & Steers Total Return Realty Fund in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Cohen & Steers Total Return Realty Fund position peaked at $6.99K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.