Spire Wealth Management’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
$33.3K Buy
1,639
+32
+2% +$662 ﹤0.01% 1287
2026
Q1
$31.7K Buy
1,607
+32
+2% +$660 ﹤0.01% 1295
2025
Q4
$31.3K Sell
1,575
-392
-20% -$8.14K ﹤0.01% 1326
2025
Q3
$44.2K Sell
1,967
-4,148
-68% -$92.7K ﹤0.01% 1278
2025
Q2
$139K Buy
6,115
+113
+2% +$2.42K 0.01% 861
2025
Q1
$132K Buy
6,002
+110
+2% +$2.37K ﹤0.01% 934
2024
Q4
$123K Buy
+5,892
New +$133K ﹤0.01% 965
2022
Q2
Sell
-18,210
Closed -$490K 2810
2022
Q1
$490K Buy
18,210
+1,188
+7% +$30.7K 0.01% 581
2021
Q4
$487K Sell
17,022
-26,240
-61% -$713K 0.01% 709
2021
Q3
$1.11M Buy
43,262
+1,343
+3% +$36.2K 0.03% 388
2021
Q2
$1.14M Buy
41,919
+564
+1% +$14.6K 0.03% 393
2021
Q1
$1.01M Buy
+41,355
New +$950K 0.03% 437

Other funds holding RNP

Spire Wealth Management's RNP Position: Q2 2026 in Review

Spire Wealth Management increased its Cohen & Steers REIT and Preferred and Income Fund (RNP) stake by 2% in Q2 2026, buying an estimated $662 and bringing the position to 1,639 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Spire Wealth Management first reported a position in RNP in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.14M in Q2 2021. 127 funds tracked by Wall St. Rank hold RNP as of Q2 2026.

  • Spire Wealth Management held 1,639 shares of Cohen & Steers REIT and Preferred and Income Fund worth $33.3K as of Q2 2026.
  • Spire Wealth Management bought 32 Cohen & Steers REIT and Preferred and Income Fund shares in Q2 2026, an estimated $662.
  • Cohen & Steers REIT and Preferred and Income Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1287 holding.
  • Spire Wealth Management first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q1 2021 and has held it in 12 quarters since.
  • Spire Wealth Management's Cohen & Steers REIT and Preferred and Income Fund position peaked at $1.14M in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.