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INDEPENDENT FINANCIAL GROUP, LLC → RFI
INDEPENDENT FINANCIAL GROUP, LLC RFI Position History
Cohen & Steers Total Return Realty Fund, Inc.
Quarters held
12
Latest value
$525K
Q3 2026
Peak value
$2.9M
First seen
Q1 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2024 | $885K |
| Q2 2024 | $992K |
| Q3 2024 | $1.3M |
| Q4 2024 | $2M |
| Q1 2025 | $2.3M |
| Q2 2025 | $2.4M |
| Q3 2025 | $2.4M |
| Q4 2025 | $2.6M |
| Q1 2026 | $2.8M |
| Q1 2026 | $2.9M |
| Q2 2026 | $556K |
| Q3 2026 | $525K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $525K | 50.0K | — | — |
| Q2 2026 | $556K | 49.2K | — | — |
| Q1 2026 | $2.9M | 259.5K | — | — |
| Q1 2026 | $2.8M | 249.5K | — | — |
| Q4 2025 | $2.6M | 231.4K | — | — |
| Q3 2025 | $2.4M | 198.2K | — | — |
| Q2 2025 | $2.4M | 199.9K | — | — |
| Q1 2025 | $2.3M | 188.0K | — | — |
| Q4 2024 | $2M | 175.4K | — | — |
| Q3 2024 | $1.3M | 97.5K | — | — |
| Q2 2024 | $992K | 85.8K | — | — |
| Q1 2024 | $885K | 74.5K | — | — |