13F Insight
DOSSIER · 13F Holders · Q2 2026
XRNPX

COHEN & STEERS REIT & PFD &

133 institutions still hold COHEN & STEERS REIT & PFD & as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19247X100·133 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$162M
visible holders
Holders
133
filers reporting
Concentration
16.35%
Ellis Investment Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

133 institutions reported XRNPX in Q2 2026. Ellis Investment Partners, LLC leads at 16.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Ellis Investment Partners, LLC
CIK 0001765590
$26M1.3M4.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$23M1.1M0.00%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$16M770K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$15M746K0.00%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M616K0.00%Q2 202606
XML Financial, LLC
CIK 0001800465
$12M599K0.88%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M403K0.00%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M295K0.00%Q2 202609
UBS Group AG
CIK 0001610520
$6M285K0.00%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$6M284K0.00%Q2 202611
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$5M241K0.19%Q4 202512
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$4M196K0.03%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$4M176K0.00%Q2 202614
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M147K0.04%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M146K0.00%Q2 202616
Johnson Financial Group, Inc.
CIK 0001477024
$3M144K0.10%Q2 202617
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
CIK 0001536186
$3M136K0.18%Q2 202618
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$3M127K0.07%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M128K0.01%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$2M107K0.01%Q2 2026
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