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
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 $1.66T 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

Westfuller Advisors's RFI Position: Q1 2026 in Review

Westfuller Advisors increased its Cohen & Steers Total Return Realty Fund (RFI) stake by 2.2% in Q1 2026, buying an estimated $148 and bringing the position to 603 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Westfuller Advisors first reported a position in RFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.99K in Q3 2025. 79 funds tracked by Wall St. Rank hold RFI as of Q1 2026.

  • Westfuller Advisors held 603 shares of Cohen & Steers Total Return Realty Fund worth $6.71K as of Q1 2026.
  • Westfuller Advisors bought 13 Cohen & Steers Total Return Realty Fund shares in Q1 2026, an estimated $148.
  • Cohen & Steers Total Return Realty Fund made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #498 holding.
  • Westfuller Advisors first reported a position in Cohen & Steers Total Return Realty Fund in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.