Who owns Cohen & Steers REIT/Pfd Inc Fd?
- Ticker: RNP
- CUSIP Number: 19247X100
Tip: Access positions for across all investors
Analyze quarterly positions in Cohen & Steers REIT/P with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Cohen & Steers REIT/Pfd Inc Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 1.3M | $27M | 12% | Jun 2024 |
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Ellis Investment Partners | 1.2M | $29M | -5% | Sep 2024 |
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LPL Financial | 727k | $17M | 3% | Sep 2024 |
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Bank of America Corporation | 597k | $14M | 1% | Sep 2024 |
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Wells Fargo & Company | 413k | $9.8M | -3% | Sep 2024 |
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International Assets Investment Management | 323k | $14M | 2233% | Sep 2024 |
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Royal Bank of Canada | 297k | $7.0M | 6% | Sep 2024 |
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Raymond James Financial Services Advisors | 269k | $6.4M | 1% | Sep 2024 |
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Johnson Financial Group | 180k | $4.3M | -16% | Sep 2024 |
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Commonwealth Equity Services | 137k | $3.2M | -5% | Sep 2024 |
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Raymond James & Associates | 117k | $2.8M | 0% | Sep 2024 |
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Advisor Group Holdings | 100k | $2.4M | -31% | Sep 2024 |
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Cetera Investment Advisers | 93k | $1.9M | 15% | Jun 2024 |
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Consolidated Portfolio Review Corp | 86k | $1.7M | 401% | Jun 2024 |
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Harbour Investments | 84k | $2.0M | 1% | Sep 2024 |
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First Trust Advisors | 81k | $1.9M | 13% | Sep 2024 |
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Koshinski Asset Management | 67k | $1.6M | 6% | Sep 2024 |
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Campbell Capital Management | 61k | $1.4M | -1% | Sep 2024 |
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Invesco | 59k | $1.4M | 51% | Sep 2024 |
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Bartlett & Co. Wealth Management | 59k | $1.4M | -27% | Sep 2024 |
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Capital Investment Advisors | 59k | $1.4M | -1% | Sep 2024 |
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Union Bankshares | 57k | $1.3M | 0% | Sep 2024 |
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Cambridge Investment Research Advisors | 50k | $1.2M | 0% | Sep 2024 |
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Investment Planning Advisors | 46k | $928k | 0% | Sep 2024 |
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Advisors Asset Management | 44k | $1.0M | 0% | Sep 2024 |
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Shufro Rose & Co | 42k | $864k | 0% | Sep 2024 |
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Oarsman Capital | 41k | $971k | 82% | Sep 2024 |
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Kestra Advisory Services | 40k | $940k | -13% | Sep 2024 |
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Everstar Asset Management | 38k | $906k | 100% | Sep 2024 |
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Private Advisor | 37k | $871k | -8% | Sep 2024 |
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Venture Visionary Partners | 31k | $723k | 4% | Sep 2024 |
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Hennion & Walsh Asset Management | 29k | $691k | 100% | Sep 2024 |
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All Season Financial Advisors | 27k | $634k | 0% | Sep 2024 |
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Northern Trust | 26k | $614k | 12% | Sep 2024 |
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Insigneo Advisory Services | 24k | $563k | 0% | Sep 2024 |
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Pnc Financial Services | 22k | $516k | -1% | Sep 2024 |
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Magnus Financial Group | 21k | $501k | 0% | Sep 2024 |
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XML Financial | 21k | $497k | 86% | Sep 2024 |
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Nations Financial Group | 20k | $470k | 0% | Sep 2024 |
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WealthBridge Capital Management | 20k | $465k | 8% | Sep 2024 |
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Darren Munn | 19k | $444k | -56% | Sep 2024 |
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Steward Partners Investment Advisory | 19k | $382k | 2% | Jun 2024 |
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Atria Wealth Solutions | 18k | $420k | -4% | Sep 2024 |
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Davenport & Co | 17k | $398k | 0% | Sep 2024 |
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Colony | 17k | $393k | 100% | Sep 2024 |
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Mercer Global Advisors | 17k | $336k | -1% | Jun 2024 |
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Wealth Effects | 16k | $386k | -1% | Sep 2024 |
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Brian McDonald | 16k | $384k | 111% | Sep 2024 |
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HoyleCohen | 16k | $324k | -6% | Jun 2024 |
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Advisory Services Network | 16k | $322k | 0% | Sep 2024 |
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Future Financial Wealth Managment | 16k | $373k | 7% | Sep 2024 |
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West Michigan Advisors | 16k | $370k | 0% | Sep 2024 |
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HighTower Advisors | 16k | $317k | 3% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 15k | $361k | 5% | Sep 2024 |
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Secure Asset Management | 15k | $356k | -13% | Sep 2024 |
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Good Life Advisors | 15k | $349k | 100% | Sep 2024 |
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We Are One Seven | 15k | $348k | -7% | Sep 2024 |
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Branch Banking & Trust Company | 14k | $283k | -15% | Jun 2024 |
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Us Bancorp | 13k | $300k | 0% | Sep 2024 |
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TFG Advisers | 12k | $288k | -3% | Sep 2024 |
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LexAurum Advisors | 12k | $281k | 1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 12k | $236k | -42% | Jun 2024 |
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Creative Planning | 11k | $258k | 100% | Sep 2024 |
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EP Wealth Advisors | 11k | $255k | 100% | Sep 2024 |
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Mariner Wealth Advisors | 10k | $241k | 100% | Sep 2024 |
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Moloney Securities Asset Management | 10k | $236k | 100% | Sep 2024 |
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Lakeridge Wealth Management | 9.8k | $231k | 100% | Sep 2024 |
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Fifth Third Bancorp | 9.5k | $225k | 0% | Sep 2024 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 8.8k | $209k | 100% | Sep 2024 |
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Ameritas Advisory Services | 8.7k | $205k | 100% | Sep 2024 |
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Private Trust Co Na | 7.2k | $147k | 0% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 7.0k | $165k | 2% | Sep 2024 |
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CoreCap Advisors | 4.2k | $98k | 0% | Sep 2024 |
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Manchester Capital Management | 4.0k | $95k | 0% | Sep 2024 |
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Caldwell Sutter Capital | 3.0k | $71k | 0% | Sep 2024 |
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Islay Capital Management | 3.0k | $71k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 2.8k | $65k | 0% | Sep 2024 |
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Cullen Frost Bankers | 2.7k | $64k | 0% | Sep 2024 |
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Nbc Securities | 2.7k | $63k | 0% | Sep 2024 |
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Parkside Financial Bank & Trust | 2.5k | $59k | 100% | Sep 2024 |
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Investors Research Corp | 2.2k | $52k | 0% | Sep 2024 |
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Capital Advisors | 2.0k | $47k | 0% | Sep 2024 |
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Coppell Advisory Solutions | 1.6k | $37k | 1% | Sep 2024 |
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IFP Advisors | 1.3k | $26k | 386% | Jun 2024 |
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Main Street Group | 1.0k | $25k | 0% | Sep 2024 |
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Sanctuary Wealth Management | 1.0k | $24k | 0% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 994.00 | $23k | 2% | Sep 2024 |
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Goss Wealth Management | 818.00 | $17k | 0% | Jun 2024 |
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Huntington National Bank | 700.00 | $17k | 100% | Sep 2024 |
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MeadowBrook Investment Advisors | 639.00 | $15k | 0% | Sep 2024 |
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POM Investment Strategies | 625.00 | $15k | 100% | Sep 2024 |
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Toth Financial Advisory Corporation | 610.00 | $14k | 6% | Sep 2024 |
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Fortis Group Advisors | 600.00 | $14k | 0% | Sep 2024 |
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Bogart Wealth | 560.00 | $13k | 0% | Sep 2024 |
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American National Bank | 518.00 | $12k | -32% | Sep 2024 |
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Hanson McClain Advisors | 514.00 | $12k | 0% | Sep 2024 |
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Hartford Financial Management | 444.00 | $11k | 0% | Sep 2024 |
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Gilliland Jeter Wealth Management | 410.00 | $9.7k | 0% | Sep 2024 |
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AlphaMark Advisors | 304.00 | $7.0k | 2% | Sep 2024 |
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Hazlett, Burt & Watson | 201.00 | $5.0k | 0% | Sep 2024 |
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D. J. St. Germain | 125.00 | $3.0k | 100% | Sep 2024 |
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CWM | 108.00 | $3.0k | 100% | Sep 2024 |
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Hollencrest Securities | 10.00 | $237.000000 | 0% | Sep 2024 |
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Parallel Advisors | 3.00 | $71.000100 | 0% | Sep 2024 |
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Tower Research Capital | 1.00 | $20.000000 | 100% | Jun 2024 |
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Who sold out of Cohen & Steers REIT/P?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Strategic Financial Concepts | Jun 2024 | 60k | $18M |
PFG Investments | Mar 2024 | 24k | $510k |
Guggenheim Capital, LLC Managers | Jun 2024 | 16k | $317k |
Landscape Capital Management | Jun 2024 | 12k | $250k |
Stifel Financial | Mar 2024 | 10k | $213k |
Envestnet Asset Management | Jun 2024 | 9.9k | $202k |
Jones Financial Companies, L.L | Mar 2024 | 1.1k | $24k |
Creative Financial Designs | Jun 2024 | 1.0k | $21k |
Efficient Wealth Management | Jun 2024 | 650.00 | $13k |
Asset Dedication | Jun 2024 | 272.00 | $5.5k |
Voisard Asset Management Group | Jun 2024 | 52.00 | $1.1k |