CI
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CX Institutional’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

CX Institutional’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
-1,643
Closed -$32K – 1628
2026
Q1 		$32K Buy
1,643
+28
+2% +$578 ﹤0.01% 1041
2025
Q4 		$32K Sell
1,615
-1,388
-46% -$28.8K ﹤0.01% 1041
2025
Q3 		$68K Buy
+3,003
New +$67.1K ﹤0.01% 890

Other funds holding RNP

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CX Institutional's RNP Position: Q2 2026 in Review

CX Institutional sold out of Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q2 2026, closing a stake of 1,643 shares — an estimated $32K sold.

CX Institutional first reported a position in RNP in Q3 2025 and held it in 3 quarters. The position peaked at $68K in Q3 2025. 22 funds tracked by Wall St. Rank hold RNP as of Q2 2026.

  • CX Institutional reported no remaining Cohen & Steers REIT and Preferred and Income Fund position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 1,643 Cohen & Steers REIT and Preferred and Income Fund shares in Q2 2026, an estimated $32K.
  • CX Institutional first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q3 2025 and held it in 3 quarters.
  • CX Institutional's Cohen & Steers REIT and Preferred and Income Fund position peaked at $68K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.