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WealthBridge Capital Management, LLC → RFI
WealthBridge Capital Management, LLC RFI Position History
Cohen & Steers Total Return Realty Fund, Inc.
Quarters held
5
Latest value
$349K
Q3 2026
Peak value
$811K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $811K |
| Q4 2025 | $753K |
| Q1 2026 | $288K |
| Q2 2026 | $318K |
| Q3 2026 | $349K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $349K | 33.3K | — | — |
| Q2 2026 | $318K | 28.1K | — | — |
| Q1 2026 | $288K | 25.9K | — | — |
| Q4 2025 | $753K | 68.2K | — | — |
| Q3 2025 | $811K | 67.0K | — | — |