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Cohen & Steers Total Return Real shares owned by FORM Wealth Advisors

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

Historical chart of FORM Wealth Advisors 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 FORM Wealth Advisors 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 FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $132k 11k 12.06
2025-03-31 $131k 11k 12.09

More positions owned by FORM Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for FORM Wealth Advisors

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

View all funds holding Cohen & Steers Total Return Real