Next Level Wealth Planning
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Next Level Wealth Planning’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Next Level Wealth Planning’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
Q3 		$35.7K Buy
+1,915
New +$38.6K 0.01% 206

Other funds holding RNP

Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Next Level Wealth Planning's RNP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q3 2026: 1,915 shares worth $35.7K. The stake represents 0.01% of the portfolio and ranks #206 among its holdings.

66 funds tracked by Wall St. Rank hold RNP as of Q3 2026.

  • Next Level Wealth Planning held 1,915 shares of Cohen & Steers REIT and Preferred and Income Fund worth $35.7K as of Q3 2026.
  • Cohen & Steers REIT and Preferred and Income Fund was a new Next Level Wealth Planning position in Q3 2026.
  • Cohen & Steers REIT and Preferred and Income Fund made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #206 holding.
  • 66 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.