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Cape Investment Advisory, Inc. → RFI
Cape Investment Advisory, Inc. RFI Position History
Cohen & Steers Total Return Realty Fund, Inc.
Quarters held
4
Latest value
$36K
Q3 2026
Peak value
$42K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $42K |
| Q4 2025 | $38K |
| Q2 2026 | $39K |
| Q3 2026 | $36K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36K | 3.5K | — | — |
| Q2 2026 | $39K | 3.5K | — | — |
| Q4 2025 | $38K | 3.5K | — | — |
| Q3 2025 | $42K | 3.5K | — | — |