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Westbourne Investment Advisors, Inc. → RFI
Westbourne Investment Advisors, Inc. RFI Position History
Cohen & Steers Total Return Realty Fund, Inc.
Quarters held
4
Latest value
$301K
Q3 2026
Peak value
$325K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $290K |
| Q1 2026 | $309K |
| Q2 2026 | $325K |
| Q3 2026 | $301K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $301K | 28.7K | — | — |
| Q2 2026 | $325K | 28.7K | — | — |
| Q1 2026 | $309K | 27.7K | — | — |
| Q4 2025 | $290K | 26.2K | — | — |