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Cohen & Steers Total Return Real shares owned by Marshall & Sterling Wealth Advisors

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

Historical chart of Marshall & Sterling 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 Marshall & Sterling 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $447k 40k 11.14

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

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