Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘24
2026
3 4 1 2.7%
2027
3 13 10 11.2%
2028
3 3 0 58.9%
BSBK icon
2029
Bogota Financial
BSBK
$107M
3 7 4 2.29%
2030
3 59 56 49%
2031
3 9 6 14.9%
2032
3 6 3 58.2%
2033
3 4 1 2.48%
2034
3 40 37 256%
2035
3 17 14 21.5%
RFI
2036
Cohen & Steers Total Return Realty Fund
RFI
$307M
3 19 16 12.2%
2037
3 15 12 2.68%
2038
3 14 11 21.1%
2039
3 486 483 35.4%
2040
3 12 9 38%
2041
3 9 6 22.5%
2042
3 7 4 18%
2043
3 14 11 29.3%
2044
3 7 4 6.63%
2045
3 3 0 26%
2046
3 6 3 10.7%
2047
3 5 2 84.5%
2048
3 16 13 15.1%
2049
3 4 1 9.81%
2050
3 71 68 31.5%