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
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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 |
|---|---|---|---|
| 2025-09-30 | $140k | 12k | 12.10 |
| 2025-06-30 | $139k | 12k | 12.06 |
| 2025-03-31 | $139k | 12k | 12.09 |
| 2024-12-31 | $134k | 12k | 11.58 |
| 2024-09-30 | $151k | 12k | 13.09 |
| 2024-06-30 | $133k | 12k | 11.56 |
| 2024-03-31 | $130k | 11k | 11.89 |
| 2023-12-31 | $128k | 11k | 11.75 |
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