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

Pension & Wealth Management 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
2026
Q2 		$60.9K Buy
+3,000
New +$62K 0.02% 296

Other funds holding RNP

EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Pension & Wealth Management Advisors's RNP Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q2 2026: 3,000 shares worth $60.9K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings.

120 funds tracked by Wall St. Rank hold RNP as of Q2 2026.

  • Pension & Wealth Management Advisors held 3,000 shares of Cohen & Steers REIT and Preferred and Income Fund worth $60.9K as of Q2 2026.
  • Cohen & Steers REIT and Preferred and Income Fund was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Cohen & Steers REIT and Preferred and Income Fund made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #296 holding.
  • 120 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.