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

IFP 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 Q2	$5.26K	Hold	259	–	–	﹤0.01%	3762
2026 Q1	$5.12K	Hold	259	–	–	﹤0.01%	3513
2025 Q4	$5.14K	Hold	259	–	–	﹤0.01%	3394
2025 Q3	$5.82K	Hold	259	–	–	﹤0.01%	3161
2025 Q2	$5.9K	Hold	259	–	–	﹤0.01%	3254
2025 Q1	$5.72K	Hold	259	–	–	﹤0.01%	2786
2024 Q4	$5.41K	Hold	259	–	–	﹤0.01%	2767
2024 Q3	$6.13K	Sell	259 -1,000	-79%	-$22.3K	﹤0.01%	2600
2024 Q2	$25.6K	Buy	1,259 +1,000	+386%	+$20K	﹤0.01%	1966
2024 Q1	$5.45K	Hold	259	–	–	﹤0.01%	2431
2023 Q4	$5.22K	Hold	259	–	–	﹤0.01%	2410
2023 Q3	$4.44K	Sell	259 -51	-16%	-$961	﹤0.01%	2556
2023 Q2	$5.89K	Buy	310 +309	+30,900%	+$5.75K	﹤0.01%	2497
2023 Q1	$19	Sell	1 -6,054	-100%	-$128K	﹤0.01%	3344
2022 Q4	$119K	Sell	6,055 -519	-8%	-$11K	﹤0.01%	1656
2022 Q3	$128K	Sell	6,574 -196	-3%	-$4.48K	﹤0.01%	1690
2022 Q2	$132K	Hold	6,770	–	–	﹤0.01%	1511
2022 Q1	$132K	Buy	+6,770	New	+$175K	﹤0.01%	1511
2019 Q1	$119K	Sell	5,864 -3,067	-34%	-$59.9K	0.02%	629
2018 Q4	$155K	Sell	8,931 -32,733	-79%	-$597K	0.01%	978
2018 Q3	$814K	Buy	41,664 +372	+0.9%	+$7.32K	0.03%	496
2018 Q2	$802K	Sell	41,292 -1,516	-4%	-$28.4K	0.03%	484
2018 Q1	$911K	Hold	42,808	–	–	0.04%	421
2017 Q4	$911K	Sell	42,808 -7,756	-15%	-$164K	0.04%	421
2017 Q3	$1.07M	Buy	50,564 +2,507	+5%	+$52.5K	0.04%	425
2017 Q2	$999K	Buy	48,057 +968	+2%	+$19.6K	0.04%	437
2017 Q1	$911K	Buy	47,089 +963	+2%	+$18.8K	0.04%	448
2016 Q4	$882K	Buy	46,126 +1,667	+4%	+$31.4K	0.04%	419
2016 Q3	$896K	Sell	44,459 -4,796	-10%	-$100K	0.05%	388
2016 Q2	$1.01M	Buy	49,255 +43,391	+740%	+$834K	0.06%	351
2016 Q1	$119K	Sell	5,864 -46,392	-89%	-$820K	0.02%	628
2015 Q4	$964K	Buy	+52,256	New	+$934K	0.06%	323

Other funds holding RNP

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's RNP Position: Q2 2026 in Review

IFP Advisors held its Cohen & Steers REIT and Preferred and Income Fund (RNP) position steady in Q2 2026 at 259 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

IFP Advisors first reported a position in RNP in Q4 2015 and has held it in 32 quarters since. The position peaked at $1.07M in Q3 2017. 39 funds tracked by Wall St. Rank hold RNP as of Q2 2026.

IFP Advisors held 259 shares of Cohen & Steers REIT and Preferred and Income Fund worth $5.26K as of Q2 2026.
IFP Advisors left its Cohen & Steers REIT and Preferred and Income Fund share count unchanged in Q2 2026.
Cohen & Steers REIT and Preferred and Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3762 holding.
IFP Advisors first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q4 2015 and has held it in 32 quarters since.
IFP Advisors's Cohen & Steers REIT and Preferred and Income Fund position peaked at $1.07M in Q3 2017.
39 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.