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Cohen & Steers REIT/P shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth investment in Cohen & Steers REIT/P

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cohen & Steers REIT/P by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $219k 9.9k 22.07
2024-12-31 $207k 9.9k 20.90

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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