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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.57K Buy
77
+1
+1% +$21 ﹤0.01% 3814
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 2633
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% 2105

Other funds holding RNP

EverSource Wealth Advisors's RNP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Cohen & Steers REIT and Preferred and Income Fund (RNP) stake by 1.3% in Q2 2026, buying an estimated $21 and bringing the position to 77 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3814.

EverSource Wealth Advisors first reported a position in RNP in Q3 2022 and has held it in 12 quarters since. The position peaked at $65.1K in Q3 2024. 126 funds tracked by Wall St. Rank hold RNP as of Q2 2026.

  • EverSource Wealth Advisors held 77 shares of Cohen & Steers REIT and Preferred and Income Fund worth $1.57K as of Q2 2026.
  • EverSource Wealth Advisors bought 1 Cohen & Steers REIT and Preferred and Income Fund share in Q2 2026, an estimated $21.
  • Cohen & Steers REIT and Preferred and Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3814 holding.
  • EverSource Wealth Advisors first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q3 2022 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Cohen & Steers REIT and Preferred and Income Fund position peaked at $65.1K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.