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Cohen & Steers Total Return Real shares owned by WealthBridge Capital Management

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

Historical chart of WealthBridge Capital 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 WealthBridge Capital 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 WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $723k 55k 13.09
2024-06-30 $551k 48k 11.56

More positions owned by WealthBridge Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expnd Tec Sc Etf (IGM)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for WealthBridge Capital 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
Bank of America Corporation
Cetera Investment Advisers
WealthBridge Capital Management
Pallas Capital Advisors

View all funds holding Cohen & Steers Total Return Real