Wealth Enhancement Advisory Services
RNP icon

Wealth Enhancement Advisory Services’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Wealth Enhancement Advisory Services’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 		$383K Sell
18,601
-389
-2% -$8.04K ﹤0.01% 2958
2026
Q1 		$382K Sell
18,990
-1,726
-8% -$35.6K ﹤0.01% 2549
2025
Q4 		$419K Buy
20,716
+1,850
+10% +$38.4K ﹤0.01% 2623
2025
Q3 		$412K Sell
18,866
-674
-3% -$15.1K ﹤0.01% 2527
2025
Q2 		$447K Buy
19,540
+4,718
+32% +$101K ﹤0.01% 2310
2025
Q1 		$327K Buy
14,822
+19
+0.1% +$410 ﹤0.01% 2380
2024
Q4 		$309K Buy
14,803
+1,999
+16% +$45.3K ﹤0.01% 2361
2024
Q3 		$303K Buy
12,804
+1,198
+10% +$26.8K ﹤0.01% 2173
2024
Q2 		$236K Sell
11,606
-8,450
-42% -$169K ﹤0.01% 2167
2024
Q1 		$422K Buy
+20,056
New +$409K ﹤0.01% 1693
2023
Q4 		– Sell
-11,281
Closed -$194K – 2423
2023
Q3 		$194K Buy
+11,281
New +$213K ﹤0.01% 2013

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