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Cohen & Steers Total Return Real shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $151k 12k 13.09
2024-03-31 $127k 11k 11.65

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Cohen & Steers Total Return Real

Morgan Stanley
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Everstar Asset Management
Access Financial Services
Stratos Wealth Advisors
SFI Advisors
Cetera Investment Advisers
Bank of America Corporation
WealthBridge Capital Management
Pallas Capital Advisors

View all funds holding Cohen & Steers Total Return Real