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

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

Historical chart of Heritage Wealth Advisors investment in Cohen & Steers Total Return Real

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All positions including Cohen & Steers Total Return Real held by Heritage 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 Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $29k 2.6k 11.05

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View all positions for Heritage Wealth Advisors

Top funds holding Cohen & Steers Total Return Real

Advisor Group Holdings
Smith Asset Management
Commonwealth Equity Services
LPL Financial
Cambridge Investment Research Advisors
Royal Bank of Canada
Readystate Asset Management
Cetera Investment Advisers
Ameriprise Financial
Wolverine Asset Management
Everstar Asset Management
Samalin Investment Counsel
WealthBridge Capital Management
Private Advisor
Shufro Rose & Co

View all funds holding Cohen & Steers Total Return Real