MAI Wealth Advisors »

Cohen & Steers REIT/P shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Cohen & Steers REIT/P

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cohen & Steers REIT/P by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $91k 4.0k 22.48
2025-06-30 $92k 4.0k 22.77
2025-03-31 $89k 4.0k 22.07
2024-12-31 $86k 4.1k 20.90

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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