RNP Institutional Ownership
Cohen & Steers REIT and Preferred Income Fund, Inc.
1W: -2.2%
1M: -7.3%
3M: -9.3%
YTD: -6.0%
1Y: -15.6%
3Y: +29.0%
5Y: +0.9%
$18.53
+0.01 (+0.05%)
Weekly Expected Move ±1.5%
$18
$18
$19
$19
$19
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Institutional Ownership — RNP
137
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$191M
Total Invested
20
New Positions
45
Increased
38
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (153 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ellis Investment Partners, LLC | 1,303,466 | $24M | +43,552 | +3.5% | 31Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,131,723 | $21M | -29,730 | -2.6% | 60Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 769,904 | $14M | +91,725 | +13.5% | 92Q | SEC ↗ |
| 4 | LPL Financial LLC | 745,719 | $14M | +2,709 | +0.4% | 61Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 616,337 | $11M | +15,514 | +2.6% | 15Q | SEC ↗ |
| 6 | XML Financial, LLC | 598,747 | $11M | +37,672 | +6.7% | 9Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 403,050 | $7M | -286,388 | -41.5% | 16Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 295,247 | $5M | -23,717 | -7.4% | 7Q | SEC ↗ |
| 9 | UBS Group AG | 285,252 | $5M | +31,229 | +12.3% | 47Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 283,644 | $5M | -29,556 | -9.4% | 67Q | SEC ↗ |
| 11 | WOLVERINE ASSET MANAGEMENT LLC | 195,731 | $4M | +73,847 | +60.6% | 3Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 176,293 | $3M | +18,776 | +11.9% | 10Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 159,395 | $3M | +30,945 | +24.1% | 76Q | SEC ↗ |
| 14 | HARBOUR INVESTMENTS, INC. | 147,035 | $3M | -205 | -0.1% | 17Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 145,876 | $3M | +28,289 | +24.1% | 26Q | SEC ↗ |
| 16 | Johnson Financial Group, Inc. | 143,872 | $3M | -3,401 | -2.3% | 32Q | SEC ↗ |
| 17 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 136,023 | $3M | +118,614 | +681.3% | 3Q | SEC ↗ |
| 18 | Hennion & Walsh Asset Management, Inc. | 126,878 | $2M | -11,663 | -8.4% | 8Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 106,572 | $2M | -11,834 | -10.0% | 24Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 100,775 | $2M | -23,210 | -18.7% | 35Q | SEC ↗ |
| 21 | SHUFRO ROSE & CO LLC | 62,000 | $1M | — | +0.0% | 20Q | SEC ↗ |
| 22 | Koshinski Asset Management, Inc. | 51,093 | $947K | -20,283 | -28.4% | 13Q | SEC ↗ |
| 23 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 47,925 | $888K | +1,040 | +2.2% | 34Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 47,157 | $874K | +47 | +0.1% | 25Q | SEC ↗ |
| 25 | Future Financial Wealth Managment LLC | 46,770 | $867K | -10,500 | -18.3% | 4Q | SEC ↗ |
| 26 | Capital Investment Advisors, LLC | 45,464 | $842K | -1,743 | -3.7% | 12Q | SEC ↗ |
| 27 | Smith Asset Management Co., LLC | 45,341 | $840K | +171 | +0.4% | 7Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 44,878 | $832K | +30,521 | +212.6% | 3Q | SEC ↗ |
| 29 | INDEPENDENT FINANCIAL GROUP, LLC | 43,034 | $797K | +4,700 | +12.3% | 11Q | SEC ↗ |
| 30 | OARSMAN CAPITAL, INC. | 42,350 | $785K | — | +0.0% | 11Q | SEC ↗ |
| 31 | Focus Partners Wealth | 39,255 | $727K | +14,340 | +57.6% | 8Q | SEC ↗ |
| 32 | &PARTNERS | 38,158 | $707K | +575 | +1.5% | 8Q | SEC ↗ |
| 33 | Atlantic Union Bankshares Corp | 36,807 | $682K | -2,992 | -7.5% | 15Q | SEC ↗ |
| 34 | Logan Stone Capital, LLC NEW | 35,922 | $666K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Samalin Investment Counsel, LLC | 31,207 | $578K | -11,629 | -27.1% | 13Q | SEC ↗ |
| 36 | ENVESTNET ASSET MANAGEMENT INC | 28,136 | $521K | +10,243 | +57.2% | 7Q | SEC ↗ |
| 37 | Sound Income Strategies, LLC | 27,797 | $515K | -2,118 | -7.1% | 6Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP | 27,135 | $503K | +735 | +2.8% | 26Q | SEC ↗ |
| 39 | Invesco Ltd. NEW | 27,004 | $500K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Everstar Asset Management, LLC | 26,560 | $492K | — | +0.0% | 8Q | SEC ↗ |
| 41 | Secure Asset Management, LLC | 25,903 | $480K | +14 | +0.1% | 9Q | SEC ↗ |
| 42 | Steward Partners Investment Advisory, | 24,979 | $463K | -2,900 | -10.4% | 29Q | SEC ↗ |
| 43 | INSIGNEO ADVISORY SERVICES, LLC | 23,800 | $441K | — | +0.0% | 15Q | SEC ↗ |
| 44 | READYSTATE ASSET MANAGEMENT LP | 23,480 | $435K | -4,196 | -15.2% | 3Q | SEC ↗ |
| 45 | MML INVESTORS SERVICES, LLC | 23,069 | $427K | +2,019 | +9.6% | 5Q | SEC ↗ |
| 46 | EP Wealth Advisors, LLC NEW | 22,938 | $425K | — | +0.0% | 1Q | SEC ↗ |
| 47 | AlphaCore Capital LLC | 22,783 | $422K | +230 | +1.0% | 6Q | SEC ↗ |
| 48 | Magnus Financial Group LLC | 22,187 | $411K | -971 | -4.2% | 26Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC | 20,917 | $388K | +62 | +0.3% | 4Q | SEC ↗ |
| 50 | HighTower Advisors, LLC | 20,770 | $385K | -1,192 | -5.4% | 35Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Logan Stone Capital, LLC | 35,922 | $666K |
| Invesco Ltd. | 27,004 | $500K |
| EP Wealth Advisors, LLC | 22,938 | $425K |
| Abel Hall, LLC | 20,000 | $371K |
| XTX Topco Ltd | 19,474 | $361K |
| NWF Advisory Services Inc. | 11,502 | $213K |
| Ameritas Advisory Services, LLC | 10,725 | $199K |
| NOMURA HOLDINGS INC | 10,000 | $185K |
| MERCER GLOBAL ADVISORS INC /ADV | 8,521 | $158K |
| Arax Advisory Partners | 6,153 | $114K |
| PENSION & WEALTH MANAGEMENT ADVISOR | 3,000 | $56K |
| Integrated Wealth Concepts LLC | 2,182 | $40K |
| Global Retirement Partners, LLC | 768 | $14K |
| Plante Moran Financial Advisors, LL | 666 | $12K |
| Buck Wealth Strategies, LLC | 446 | $8K |
| Financial Network Wealth Advisors L | 397 | $7K |
| Allied Private Wealth LLC | 359 | $7K |
| Cape Investment Advisory, Inc. | 300 | $6K |
| ASSETMARK, INC | 181 | $3K |
| JFS WEALTH ADVISORS, LLC | 71 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Shaker Financial Services, LLC | 40,372 | $748K |
| Virtu Financial LLC | 20,283 | $376K |
| DAVENPORT & Co LLC | 14,586 | $270K |
| Oregon Pacific Wealth Management, L | 13,702 | $254K |
| Equitable Holdings, Inc. | 11,308 | $210K |
| Z3 Capital Partners, LLC | 10,749 | $199K |
| Venture Visionary Partners LLC | 10,224 | $189K |
| Camelot Portfolios, LLC | 9,319 | $173K |
| MAI Capital Management | 3,945 | $73K |
| Murphy, Middleton, Hinkle & Parker, | 2,986 | $55K |
| Clearstead Advisors, LLC | 2,000 | $37K |
| Capital Advisors, Ltd. LLC | 1,987 | $37K |
| CX Institutional | 1,643 | $30K |
| Osbon Capital Management LLC | 1,347 | $25K |
| CALDWELL SUTTER CAPITAL, INC. | 1,218 | $23K |
| FMR LLC | 500 | $9K |
| TD Capital Management LLC | 409 | $8K |
| Trust Co | 400 | $7K |
| Rossby Financial, LCC | 283 | $5K |
| AMERICAN NATIONAL BANK & TRUST | 218 | $4K |