IPA
RNP icon

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

Investment Planning 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
Q1 		$336K Sell
17,014
-130
-0.8% -$2.68K 0.09% 81
2025
Q4 		$340K Buy
17,144
+3,606
+27% +$74.8K 0.1% 71
2025
Q3 		$304K Sell
13,538
-1,801
-12% -$40.3K 0.1% 73
2025
Q2 		$349K Sell
15,339
-8,147
-35% -$175K 0.12% 63
2025
Q1 		$518K Sell
23,486
-1,821
-7% -$39.3K 0.21% 50
2024
Q4 		$529K Sell
25,307
-20,239
-44% -$459K 0.23% 43
2024
Q3 		$928K Hold
45,546
– – 0.47% 30
2024
Q2 		$928K Buy
+45,546
New +$913K 0.47% 30

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