JWM
RNP icon

JP Wealth Management’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

JP Wealth Management’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
2025
Q1 		– Sell
-248,458
Closed -$5.19M – 18
2024
Q4 		$5.19M Buy
+248,458
New +$5.63M 3.81% 9

Other funds holding RNP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

JP Wealth Management's RNP Position: Q1 2025 in Review

JP Wealth Management sold out of Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q1 2025, closing a stake of 248,458 shares — an estimated $5.19M sold.

JP Wealth Management first reported a position in RNP in Q4 2024 and held it in 1 quarter. The position peaked at $5.19M in Q4 2024. 128 funds tracked by Wall St. Rank hold RNP as of Q1 2025.

  • JP Wealth Management reported no remaining Cohen & Steers REIT and Preferred and Income Fund position as of Q1 2025 after selling out during the quarter.
  • JP Wealth Management sold 248,458 Cohen & Steers REIT and Preferred and Income Fund shares in Q1 2025, an estimated $5.19M.
  • JP Wealth Management first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q4 2024 and held it in 1 quarter.
  • JP Wealth Management's Cohen & Steers REIT and Preferred and Income Fund position peaked at $5.19M in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q1 2025.

Based on JP Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.