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Integrated Wealth Concepts’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Integrated Wealth Concepts’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 		$44.3K Buy
+2,182
New +$45.1K ﹤0.01% 3474

Other funds holding RNP

EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Concepts's RNP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q2 2026: 2,182 shares worth $44.3K. The stake represents ﹤0.01% of the portfolio and ranks #3474 among its holdings.

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

  • Integrated Wealth Concepts held 2,182 shares of Cohen & Steers REIT and Preferred and Income Fund worth $44.3K as of Q2 2026.
  • Cohen & Steers REIT and Preferred and Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • Cohen & Steers REIT and Preferred and Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3474 holding.
  • 126 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.