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Larson Financial Group’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Larson Financial Group’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
Q2 		– Sell
-400
Closed -$8.83K – 3470
2025
Q1 		$8.83K Buy
+400
New +$8.63K ﹤0.01% 1686

Other funds holding RNP

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Larson Financial Group's RNP Position: Q2 2025 in Review

Larson Financial Group sold out of Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q2 2025, closing a stake of 400 shares — an estimated $8.83K sold.

Larson Financial Group first reported a position in RNP in Q1 2025 and held it in 1 quarter. The position peaked at $8.83K in Q1 2025. 132 funds tracked by Wall St. Rank hold RNP as of Q2 2025.

  • Larson Financial Group reported no remaining Cohen & Steers REIT and Preferred and Income Fund position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 400 Cohen & Steers REIT and Preferred and Income Fund shares in Q2 2025, an estimated $8.83K.
  • Larson Financial Group first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q1 2025 and held it in 1 quarter.
  • Larson Financial Group's Cohen & Steers REIT and Preferred and Income Fund position peaked at $8.83K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.