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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$60.9K Buy
+3,000
New +$62K 0.02% 296

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
PAG
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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RNP Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q2 2026: 3,000 shares worth $60.9K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings.

71 funds tracked by Wall St. Rank hold RNP as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,000 shares of Cohen & Steers REIT and Preferred and Income Fund worth $60.9K as of Q2 2026.
  • Cohen & Steers REIT and Preferred and Income Fund was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • Cohen & Steers REIT and Preferred and Income Fund made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #296 holding.
  • 71 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.