NEW YORK, NY
COHEN & STEERS REIT & PREFERRED & INCOME FUND INCRNP— Latest position per institution from SEC 13F filings
15
Institutional holders
8.18M
Total shares held
160.44M
Estimated value
409.02K
Avg. position size
ELLIS INVESTMENT PARTNERS, LLC
CIK 1765590
Shares
1.26M
Value
24.90M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
1.16M
Value
22.95M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
743.01K
Value
14.68M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
689.44K
Value
13.62M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
678.18K
Value
13.40M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
600.82K
Value
11.87M
Filed
Mar 31, 2026
XML FINANCIAL, LLC
CIK 1800465
Shares
561.08K
Value
11.09M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
318.96K
Value
6.30M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
313.20K
Value
6.19M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
268.66K
Value
6.36M
Filed
Sep 30, 2024
UBS GROUP AG
CIK 1610520
Shares
254.02K
Value
5.02M
Filed
Mar 31, 2026
JP WEALTH MANAGEMENT, INC.
CIK 1967622
Shares
248.46K
Value
5.19M
Filed
Dec 31, 2024
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
157.52K
Value
3.11M
Filed
Mar 31, 2026
JOHNSON FINANCIAL GROUP, INC.
CIK 1477024
Shares
147.27K
Value
2.91M
Filed
Mar 31, 2026
HARBOUR INVESTMENTS, INC.
CIK 810121
Shares
147.24K
Value
2.91M
Filed
Mar 31, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
138.54K
Value
2.74M
Filed
Mar 31, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
128.45K
Value
2.54K
Filed
Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
123.98K
Value
2.45M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
121.88K
Value
2.41M
Filed
Mar 31, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
118.41K
Value
2.34M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ELLIS INVESTMENT PARTNERS, LLC | 1765590 | 1.26M | 24.90M | Mar 31, 2026 |
| 2 | MORGAN STANLEY | 895421 | 1.16M | 22.95M | Mar 31, 2026 |
| 3 | LPL FINANCIAL LLC | 1403438 | 743.01K | 14.68M | Mar 31, 2026 |
| 4 | AMERIPRISE FINANCIAL INC | 820027 | 689.44K | 13.62M | Mar 31, 2026 |
| 5 | WELLS FARGO & COMPANY/MN | 72971 | 678.18K | 13.40M | Mar 31, 2026 |
| 6 | BANK OF AMERICA CORP /DE/ | 70858 | 600.82K | 11.87M | Mar 31, 2026 |
| 7 | XML FINANCIAL, LLC | 1800465 | 561.08K | 11.09M | Mar 31, 2026 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 318.96K | 6.30M | Mar 31, 2026 |
| 9 | ROYAL BANK OF CANADA | 1000275 | 313.20K | 6.19M | Mar 31, 2026 |
| 10 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 268.66K | 6.36M | Sep 30, 2024 |
| 11 | UBS GROUP AG | 1610520 | 254.02K | 5.02M | Mar 31, 2026 |
| 12 | JP WEALTH MANAGEMENT, INC. | 1967622 | 248.46K | 5.19M | Dec 31, 2024 |
| 13 | CETERA INVESTMENT ADVISERS | 1666741 | 157.52K | 3.11M | Mar 31, 2026 |
| 14 | JOHNSON FINANCIAL GROUP, INC. | 1477024 | 147.27K | 2.91M | Mar 31, 2026 |
| 15 | HARBOUR INVESTMENTS, INC. | 810121 | 147.24K | 2.91M | Mar 31, 2026 |
| 16 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 138.54K | 2.74M | Mar 31, 2026 |
| 17 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 128.45K | 2.54K | Mar 31, 2026 |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 123.98K | 2.45M | Mar 31, 2026 |
| 19 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 121.88K | 2.41M | Mar 31, 2026 |
| 20 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 118.41K | 2.34M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.