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Cohen & Steers Total Return Real shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Cohen & Steers Total Return Real (RFI) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $119k 10k 11.89
2023-12-31 $118k 10k 11.75
2023-09-30 $105k 10k 10.48
2023-06-30 $114k 10k 11.42
2023-03-31 $121k 10k 12.12
2022-12-31 $122k 10k 12.23

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Cohen & Steers Total Return Real

Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Cambridge Investment Research Advisors
Cornerstone Advisors
Royal Bank of Canada
Cornerstone Management
Access Financial Services
Central Trust & Investment
Bank of America Corporation
Raymond James Financial Services Advisors
UBS Group
Schnieders Capital Management
Stratos Wealth Advisors
Pallas Capital Advisors

View all funds holding Cohen & Steers Total Return Real