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Cohen & Steers Total Return Real shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Cohen & Steers Total Return Real (RFI) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Cohen & Steers Total Return Real

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Total Return Real held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Total Return Real by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $60k 5.0k 12.06
2025-03-31 $60k 5.0k 12.09

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Top funds holding Cohen & Steers Total Return Real

Morgan Stanley
Advisor Group Holdings
Commonwealth Equity Services
Smith Asset Management
Cambridge Investment Research Advisors
LPL Financial
Royal Bank of Canada
Cetera Investment Advisers
Ameriprise Financial
Pensionmark Financial Group
Raymond James Financial
Everstar Asset Management
Stratos Wealth Advisors
Samalin Investment Counsel
Private Advisor

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