We are live on ! Find out more
RNP icon

Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$207K
BOS
52
Bank of Stockton
California
$205K +$200K +9,900 New
Creative Planning
53
Creative Planning
Kansas
$143K +$1.96K +97 +1%
US Bancorp
54
US Bancorp
Minnesota
$122K -$33.3K -1,650 -22%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$120K +$26.1K +1,291 +29%
Citigroup
56
Citigroup
New York
$73K +$12.3K +610 +21%
SHJ
57
Sharkey, Howes & Javer
Colorado
$62K
BRC
58
Bell Rock Capital
Delaware
$57K +$81 +4 +0.1%
AWM
59
Avior Wealth Management
Nebraska
$53K +$101 +5 +0.2%
GWM
60
Geneos Wealth Management
Colorado
$47K -$22.2K -1,100 -32%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$44K -$56.4K -2,793 -57%
ASN
62
Advisory Services Network
Georgia
$42K
SPIA
63
Steward Partners Investment Advisory
New York
$37K +$667 +33 +2%
NFG
64
Next Financial Group
Texas
$33K -$21.2K -1,050 -40%
CFA
65
Carroll Financial Associates
North Carolina
$20K
Deutsche Bank
66
Deutsche Bank
Germany
$20K
FIB
67
First Interstate Bank
Montana
$11K
PSUF
68
People's United Financial
Connecticut
$9K
MA
69
MUFG Americas
New York
$7K +$40 +2 +0.6%
GRP
70
Global Retirement Partners
California
$7K +$6.89K +341 New
IWM
71
IHT Wealth Management
Illinois
$7K +$12.1K +600 New
SFSIG
72
San Francisco Sentry Investment Group
California
$2K
HS
73
Horan Securities
United States
$1K
WEC
74
Winslow Evans & Crocker
Massachusetts
$42
WAM
75
Wolverine Asset Management
Illinois
-$1.78M -91,904 Closed