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 Q3	$60	Sell	6 -609	-99%	-$6.88K	﹤0.01%	736
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 New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Westfuller Advisors's RFI Position: Q3 2026 in Review

Westfuller Advisors reduced its Cohen & Steers Total Return Realty Fund (RFI) stake by 99% in Q3 2026, selling an estimated $6.88K and leaving 6 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Westfuller Advisors first reported a position in RFI in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.99K in Q3 2025. 60 funds tracked by Wall St. Rank hold RFI as of Q3 2026.

Westfuller Advisors held 6 shares of Cohen & Steers Total Return Realty Fund worth $60 as of Q3 2026.
Westfuller Advisors sold 609 Cohen & Steers Total Return Realty Fund shares in Q3 2026, an estimated $6.88K.
Cohen & Steers Total Return Realty Fund made up ﹤0.01% of Westfuller Advisors's portfolio in Q3 2026, its #736 holding.
Westfuller Advisors first reported a position in Cohen & Steers Total Return Realty Fund in Q3 2025 and has held it in 5 quarters since.
Westfuller Advisors's Cohen & Steers Total Return Realty Fund position peaked at $6.99K in Q3 2025.
60 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.