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Cohen & Steers REIT/P shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Cohen & Steers REIT/P (RNP) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Cohen & Steers REIT/P

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers REIT/P held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers REIT/P by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 9.8k 22.48
2025-06-30 $223k 9.8k 22.77
2025-03-31 $216k 9.8k 22.07
2024-12-31 $204k 9.8k 20.90
2024-09-30 $231k 9.8k 23.67

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
First Tr Exchange-traded A Com Shs (FNX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Lakeridge Wealth Management

Top funds holding Cohen & Steers REIT/P

Morgan Stanley
Ellis Investment Partners
LPL Financial
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
XML Financial
Royal Bank of Canada
UBS Group
Commonwealth Equity Services
Koshinski Asset Management
Cetera Investment Advisers
Johnson Financial Group
Kestra Advisory Services
Harbour Investments

View all funds holding Cohen & Steers REIT/P