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Future Financial Wealth Management’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Future Financial Wealth Management’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 		$1.18M Sell
57,270
-58
-0.1% -$1.2K 0.76% 25
2025
Q4 		$1.15M Buy
57,328
+45,578
+388% +$946K 0.78% 24
2025
Q3 		$264K Buy
+11,750
New +$263K 0.17% 97
2025
Q2 		– Sell
-16,243
Closed -$358K – 457
2025
Q1 		$358K Buy
16,243
+594
+4% +$12.8K 0.26% 73
2024
Q4 		$327K Sell
15,649
-97
-0.6% -$2.2K 0.24% 77
2024
Q3 		$373K Buy
15,746
+964
+7% +$21.5K 0.27% 75
2024
Q2 		$301K Buy
14,782
+3,406
+30% +$68.3K 0.26% 81
2024
Q1 		$239K Buy
+11,376
New +$232K 0.18% 96
2022
Q2 		– Sell
-4,000
Closed -$108K – 406
2022
Q1 		$108K Hold
4,000
– – 0.09% 172
2021
Q4 		$116K Buy
+4,000
New +$109K 0.09% 177

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