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

JFS Wealth 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	$1.44K	Buy	+71	New	+$1.47K	﹤0.01%	1706

Other funds holding RNP

EIP

Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFS Wealth Advisors's RNP Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q2 2026: 71 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #1706 among its holdings.

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

JFS Wealth Advisors held 71 shares of Cohen & Steers REIT and Preferred and Income Fund worth $1.44K as of Q2 2026.
Cohen & Steers REIT and Preferred and Income Fund was a new JFS Wealth Advisors position in Q2 2026.
Cohen & Steers REIT and Preferred and Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1706 holding.
126 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.