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Cohen & Steers Total Return Real shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Cohen & Steers Total Return Real

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All positions including Cohen & Steers Total Return Real held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 102k 12.10
2025-06-30 $1.2M 102k 12.06
2025-03-31 $1.6M 134k 12.09

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Top funds holding Cohen & Steers Total Return Real

Advisor Group Holdings
Commonwealth Equity Services
Smith Asset Management
Cambridge Investment Research Advisors
LPL Financial
Royal Bank of Canada
Cetera Investment Advisers
Ameriprise Financial
Pensionmark Financial Group
Raymond James Financial
Everstar Asset Management
Stratos Wealth Advisors
Samalin Investment Counsel
WealthBridge Capital Management
Private Advisor

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