Allied Private Wealth’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Allied Private Wealth’s Portfolio RNP Stock Details RNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.37K	Buy	+359	New	+$7.42K	﹤0.01%	569

Other funds holding RNP

EIP

Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allied Private Wealth's RNP Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q2 2026: 359 shares worth $7.37K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings.

126 funds tracked by Wall St. Rank hold RNP as of Q2 2026.

Allied Private Wealth held 359 shares of Cohen & Steers REIT and Preferred and Income Fund worth $7.37K as of Q2 2026.
Cohen & Steers REIT and Preferred and Income Fund was a new Allied Private Wealth position in Q2 2026.
Cohen & Steers REIT and Preferred and Income Fund made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #569 holding.
126 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.