13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
XRNPX

COHEN & STEERS REIT & PFD &

128 institutions still hold COHEN & STEERS REIT & PFD & as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19247X100·128 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.6%
vs prior quarter
13F value held
$157M
67.0% inst. owned
of float
Holders
128
+133 QoQ
filers reporting
Activity
+34 / −97
+955 added · −921 reduced
this quarter
Concentration
15.82%
Ellis Investment Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

128 institutions reported XRNPX in Q1 2026. Ellis Investment Partners, LLC leads at 15.8% of the visible book. +133 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ellis Investment Partners, LLC
CIK 0001765590
$25M1.3M4.32%Q1 202602
MORGAN STANLEY
CIK 0000895421
$23M1.2M0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$15M743K0.00%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$14M689K0.00%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M678K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M601K0.00%Q1 202607
XML Financial, LLC
CIK 0001800465
$11M561K0.89%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M319K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$6M313K0.00%Q1 202610
UBS Group AG
CIK 0001610520
$5M254K0.00%Q1 202611
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$5M241K0.19%Q4 202512
Cetera Investment Advisers
CIK 0001666741
$3M158K0.00%Q1 202613
Johnson Financial Group, Inc.
CIK 0001477024
$3M147K0.11%Q1 202614
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M147K0.04%Q1 202615
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$3M139K0.09%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M124K0.00%Q1 202617
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$2M122K0.02%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$2M118K0.01%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M118K0.00%Q1 202620
Koshinski Asset Management, Inc.
CIK 0001633389
$1M71K0.09%Q1 2026
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