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Monterey Private Wealth’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Monterey Private Wealth’s Portfolio RNP Stock Details RNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$219K Hold
9,902
– – 0.06% 120
2024
Q4 		$207K Buy
+9,902
New +$207K 0.07% 129