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McClarren Financial Advisors’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

McClarren Financial 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
2025
Q2 		– Sell
-22
Closed -$16K – 247
2025
Q1 		$16K Buy
+22
New +$475 0.01% 196

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Ameriprise
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Bank of America
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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

McClarren Financial Advisors's RNP Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q2 2025, closing a stake of 22 shares — an estimated $16K sold.

McClarren Financial Advisors first reported a position in RNP in Q1 2025 and held it in 1 quarter. The position peaked at $16K in Q1 2025. 132 funds tracked by Wall St. Rank hold RNP as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Cohen & Steers REIT and Preferred and Income Fund position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 22 Cohen & Steers REIT and Preferred and Income Fund shares in Q2 2025, an estimated $16K.
  • McClarren Financial Advisors first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q1 2025 and held it in 1 quarter.
  • McClarren Financial Advisors's Cohen & Steers REIT and Preferred and Income Fund position peaked at $16K 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 McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.