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Cohen & Steers Total Return Real shares owned by Westbourne Investment Advisors

Quarter-by-quarter ownership of Cohen & Steers Total Return Real (RFI) shares owned by Westbourne Investment Advisors from 13F filings

Historical chart of Westbourne Investment Advisors investment in Cohen & Steers Total Return Real

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All positions including Cohen & Steers Total Return Real held by Westbourne Investment Advisors 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 Westbourne Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 27k 12.10
2025-06-30 $328k 27k 12.06

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Goldman Sachs (GS)
Bank of America Corporation (BAC)
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Charles Schwab Corporation (SCHW)
Valero Energy Corporation (VLO)
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Home Depot (HD)
Citigroup Com New (C)

View all positions for Westbourne Investment Advisors

Top funds holding Cohen & Steers Total Return Real

Morgan Stanley
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
Private Advisor

View all funds holding Cohen & Steers Total Return Real