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Cohen & Steers Total Return Real shares owned by Richardson Financial Services

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

Historical chart of Richardson Financial Services investment in Cohen & Steers Total Return Real

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All positions including Cohen & Steers Total Return Real held by Richardson Financial Services 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 Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 2.0k 11.56
2024-06-30 $12k 1.0k 11.56
2024-03-31 $12k 1.0k 11.89

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Vanguard Growth ETF Exchange Traded Fund (VUG)
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SPDR S&P 500 Etf - Equity (SPLG)
Apple Common Stock (AAPL)
Vanguard S&p 500 Etf - Equity (VOO)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)

View all positions for Richardson Financial Services

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
Bank of America Corporation
Cetera Investment Advisers
WealthBridge Capital Management
Pallas Capital Advisors

View all funds holding Cohen & Steers Total Return Real