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Strategic Wealth Partners’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Strategic Wealth Partners’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 		$51.8K Hold
2,550
– – ﹤0.01% 518
2026
Q1 		$50.4K Hold
2,550
– – ﹤0.01% 514
2025
Q4 		$50.6K Hold
2,550
– – ﹤0.01% 522
2025
Q3 		$57.3K Buy
2,550
+500
+24% +$11.2K ﹤0.01% 524
2025
Q2 		$46.7K Buy
+2,050
New +$43.9K ﹤0.01% 502

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Strategic Wealth Partners's RNP Position: Q2 2026 in Review

Strategic Wealth Partners held its Cohen & Steers REIT and Preferred and Income Fund (RNP) position steady in Q2 2026 at 2,550 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Strategic Wealth Partners first reported a position in RNP in Q2 2025 and has held it in 5 quarters since. The position peaked at $57.3K in Q3 2025. 126 funds tracked by Wall St. Rank hold RNP as of Q2 2026.

  • Strategic Wealth Partners held 2,550 shares of Cohen & Steers REIT and Preferred and Income Fund worth $51.8K as of Q2 2026.
  • Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #518 holding.
  • Strategic Wealth Partners first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Cohen & Steers REIT and Preferred and Income Fund position peaked at $57.3K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.