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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.61K Hold
375
﹤0.01% 952
2026
Q1
$7.41K Hold
375
﹤0.01% 883
2025
Q4
$7.45K Buy
+375
New +$7.78K ﹤0.01% 861

Other funds holding RNP

Physician Wealth Advisors's RNP Position: Q2 2026 in Review

Physician Wealth Advisors held its Cohen & Steers REIT and Preferred and Income Fund (RNP) position steady in Q2 2026 at 375 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Physician Wealth Advisors first reported a position in RNP in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold RNP as of Q2 2026.

  • Physician Wealth Advisors held 375 shares of Cohen & Steers REIT and Preferred and Income Fund worth $7.61K as of Q2 2026.
  • Physician Wealth Advisors left its Cohen & Steers REIT and Preferred and Income Fund share count unchanged in Q2 2026.
  • Cohen & Steers REIT and Preferred and Income Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #952 holding.
  • Physician Wealth Advisors first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.