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EverSource Wealth Advisors’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

EverSource Wealth Advisors’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
Q1 		$1.5K Buy
76
+2
+3% +$41 ﹤0.01% 3737
2025
Q4 		$1.48K Buy
+74
New +$1.54K ﹤0.01% 3601
2025
Q3 		– Sell
-2,750
Closed -$62.6K – 4449
2025
Q2 		$62.6K Hold
2,750
– – ﹤0.01% 1480
2025
Q1 		$60.7K Hold
2,750
– – ﹤0.01% 1143
2024
Q4 		$57.5K Hold
2,750
– – ﹤0.01% 1127
2024
Q3 		$65.1K Hold
2,750
– – ﹤0.01% 953
2024
Q2 		$60.9K Buy
+2,750
New +$55.1K ﹤0.01% 1000
2023
Q3 		– Sell
-309
Closed -$5.87K – 2645
2023
Q2 		$5.87K Buy
309
+300
+3,333% +$5.58K ﹤0.01% 1668
2023
Q1 		$176 Hold
9
– – ﹤0.01% 2311
2022
Q4 		$183 Hold
9
– – ﹤0.01% 2258
2022
Q3 		$0 Buy
+9
New +$206 ﹤0.01% 2107

Other funds holding RNP

EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return