Beaird Harris Wealth Management’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Beaird Harris Wealth Management’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	–	Sell	-98	Closed	-$1.94K	–	745
2026 Q1	$1.94K	Buy	+98	New	+$2.02K	﹤0.01%	499
2025 Q3	–	Sell	-300	Closed	-$6.83K	–	759
2025 Q2	$6.83K	Hold	300	–	–	﹤0.01%	404
2025 Q1	$6.62K	Buy	+300	New	+$6.47K	﹤0.01%	368

Other funds holding RNP

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return