Future Financial Wealth Management’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
Q3
$878K Buy
47,068
+298
+0.6% +$6.01K 0.54% 34
2026
Q2
$953K Sell
46,770
-10,500
-18% -$217K 0.59% 30
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 – 392
2022
Q1
$108K Hold
4,000
– – 0.09% 172
2021
Q4
$116K Buy
+4,000
New +$109K 0.09% 177

Other funds holding RNP

Future Financial Wealth Management's RNP Position: Q3 2026 in Review

Future Financial Wealth Management increased its Cohen & Steers REIT and Preferred and Income Fund (RNP) stake by 0.64% in Q3 2026, buying an estimated $6.01K and bringing the position to 47,068 shares worth $878K. The position accounts for 0.54% of the portfolio, ranked #34.

Future Financial Wealth Management first reported a position in RNP in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.18M in Q1 2026. 31 funds tracked by Wall St. Rank hold RNP as of Q3 2026.

  • Future Financial Wealth Management held 47,068 shares of Cohen & Steers REIT and Preferred and Income Fund worth $878K as of Q3 2026.
  • Future Financial Wealth Management bought 298 Cohen & Steers REIT and Preferred and Income Fund shares in Q3 2026, an estimated $6.01K.
  • Cohen & Steers REIT and Preferred and Income Fund made up 0.54% of Future Financial Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Future Financial Wealth Management first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q4 2021 and has held it in 12 quarters since.
  • Future Financial Wealth Management's Cohen & Steers REIT and Preferred and Income Fund position peaked at $1.18M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.