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Cohen & Steers Total Return Real shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Cohen & Steers Total Return Real (RFI) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Cohen & Steers Total Return Real

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All positions including Cohen & Steers Total Return Real held by Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.2k 619 11.61

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Celestica (CLS)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Raytheon Technologies Corp (RTX)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Veeva Systems Cl A Com (VEEV)
Abbvie (ABBV)
Vertex Pharmaceuticals Incorporated (VRTX)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Berkshire Hathaway Cl B New (BRK.B)
General Dynamics Corporation (GD)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Cohen & Steers Total Return Real

Morgan Stanley
Advisor Group Holdings
Smith Asset Management
Commonwealth Equity Services
Independent Financial Group
Cambridge Investment Research Advisors
LPL Financial
Royal Bank of Canada
Ameriprise Financial
Cetera Investment Advisers
Everstar Asset Management
Samalin Investment Counsel
Private Advisor
Bank of America Corporation
Shufro Rose & Co

View all funds holding Cohen & Steers Total Return Real