Marshall & Sterling Wealth Advisors Inc. Cohen & Steers Total Return Realty Fund Inc Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Cohen & Steers Total Return Realty Fund Inc stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 49,104 shares of RFI stock, worth $590,230. This represents 0.4% of its overall portfolio holdings.
Number of Shares
49,104
Previous 47,581
3.2%
Holding current value
$590,230
Previous $551 Million
7.74%
% of portfolio
0.4%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding RFI
# of Institutions
83Shares Held
5.13MCall Options Held
0Put Options Held
882-
Morgan Stanley New York, NY1.33MShares$16 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ429KShares$5.15 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC368KShares$4.42 Million0.01% of portfolio
-
Smith Asset Management Co., LLC Chiefland, FL345KShares$4.15 Million3.93% of portfolio
-
Cambridge Investment Research Advisors, Inc.307KShares$3.69 Million0.01% of portfolio
About COHEN & STEERS TOTAL RETURN REALTY FUND INC
- Ticker RFI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Cohen & Steers Total Return Realty Fund, Inc. is a closed-ended equity mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating in the real estate sector, including...