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

Cornerstone 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	$322K	Buy	15,842 +3,770	+31%	+$78K	0.01%	593
2026 Q1	$239K	Buy	12,072 +1,379	+13%	+$28.4K	0.01%	630
2025 Q4	$212K	Buy	10,693 +1,347	+14%	+$28K	0.01%	644
2025 Q3	$210K	Buy	9,346 +102	+1%	+$2.28K	0.01%	641
2025 Q2	$210K	Buy	+9,244	New	+$198K	0.01%	603

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

Cornerstone Wealth Management's RNP Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Cohen & Steers REIT and Preferred and Income Fund (RNP) stake by 31% in Q2 2026, buying an estimated $78K and bringing the position to 15,842 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #593.

Cornerstone Wealth Management first reported a position in RNP in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold RNP as of Q2 2026.

Cornerstone Wealth Management held 15,842 shares of Cohen & Steers REIT and Preferred and Income Fund worth $322K as of Q2 2026.
Cornerstone Wealth Management bought 3,770 Cohen & Steers REIT and Preferred and Income Fund shares in Q2 2026, an estimated $78K.
Cohen & Steers REIT and Preferred and Income Fund made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #593 holding.
Cornerstone Wealth Management first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q2 2025 and has held it in 5 quarters since.
127 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.