Farther Finance Advisors’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Farther Finance 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 Q3	$295K	Sell	15,810 -5,107	-24%	-$103K	﹤0.01%	1998
2026 Q2	$425K	Buy	20,917 +62	+0.3%	+$1.28K	﹤0.01%	1676
2026 Q1	$415K	Buy	20,855 +916	+5%	+$18.9K	﹤0.01%	1528
2025 Q4	$396K	Buy	19,939 +15,977	+403%	+$332K	﹤0.01%	1466
2025 Q3	$89.1K	Buy	+3,962	New	+$88.6K	﹤0.01%	2099

Other funds holding RNP

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Farther Finance Advisors's RNP Position: Q3 2026 in Review

Farther Finance Advisors reduced its Cohen & Steers REIT and Preferred and Income Fund (RNP) stake by 24% in Q3 2026, selling an estimated $103K and leaving 15,810 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Farther Finance Advisors first reported a position in RNP in Q3 2025 and has held it in 5 quarters since. The position peaked at $425K in Q2 2026. 9 funds tracked by Wall St. Rank hold RNP as of Q3 2026.

Farther Finance Advisors held 15,810 shares of Cohen & Steers REIT and Preferred and Income Fund worth $295K as of Q3 2026.
Farther Finance Advisors sold 5,107 Cohen & Steers REIT and Preferred and Income Fund shares in Q3 2026, an estimated $103K.
Cohen & Steers REIT and Preferred and Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1998 holding.
Farther Finance Advisors first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q3 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Cohen & Steers REIT and Preferred and Income Fund position peaked at $425K in Q2 2026.
9 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.