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
TFA
101
Toth Financial Advisory
Virginia
$18.7K
TC
102
Truvestments Capital
Florida
$18.6K
NA
103
NewEdge Advisors
Louisiana
$16.6K
GRP
104
Global Retirement Partners
California
$15.6K +$15.9K +768 New
JP Morgan Chase
105
JP Morgan Chase
New York
$13.7K -$128K -6,181 -90%
PMFA
106
Plante Moran Financial Advisors
Michigan
$13.5K +$13.8K +666 New
FGA
107
Fortis Group Advisors
New Jersey
$12.2K
BWL
108
Bogart Wealth LLC
Virginia
$11.4K
BWS
109
Buck Wealth Strategies
Colorado
$9.05K +$9.22K +446 New
HFM
110
Hartford Financial Management
Connecticut
$9.01K
FNWA
111
Financial Network Wealth Advisors
Utah
$8.06K +$8.21K +397 New
PWA
112
Physician Wealth Advisors
Utah
$7.61K
APW
113
Allied Private Wealth
Florida
$7.37K +$7.42K +359 New
CIA
114
Cape Investment Advisory
Georgia
$6.09K +$6.2K +300 New
HBW
115
Hazlett, Burt & Watson
West Virginia
$6K +$103 +5 +2%
JFG
116
JDM Financial Group
Texas
$5.5K
IA
117
IFP Advisors
Florida
$5.26K
AssetMark Inc
118
AssetMark Inc
California
$3.67K +$3.74K +181 New
HWP
119
Highline Wealth Partners
California
$3.04K
APW
120
Aventura Private Wealth
Florida
$2.78K +$41 +2 +1%
GFA
121
Godfrey Financial Associates
New York
$1.93K
EWA
122
EverSource Wealth Advisors
Alabama
$1.57K +$21 +1 +1%
JWA
123
JFS Wealth Advisors
Pennsylvania
$1.44K +$1.47K +71 New
WWM
124
Wolff Wiese Magana
California
$569
HCM
125
Hollencrest Capital Management
California
$203