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
163.90M
Estimated value
409.06K
Avg. position size
ELLIS INVESTMENT PARTNERS, LLC
CIK 1765590
Shares
1.30M
Value
26.46M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.13M
Value
22.97M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
769.90K
Value
15.63M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
745.72K
Value
15.14M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
616.34K
Value
12.51M
Filed
Jun 30, 2026
XML FINANCIAL, LLC
CIK 1800465
Shares
598.75K
Value
12.15M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
403.05K
Value
8.18M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
295.25K
Value
5.99M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
285.25K
Value
5.79M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
283.64K
Value
5.76M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
268.66K
Value
6.36M
Filed
Sep 30, 2024
JP WEALTH MANAGEMENT, INC.
CIK 1967622
Shares
248.46K
Value
5.19M
Filed
Dec 31, 2024
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
195.73K
Value
3.97M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
176.29K
Value
3.58M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
159.40K
Value
3.24K
Filed
Jun 30, 2026
HARBOUR INVESTMENTS, INC.
CIK 810121
Shares
147.03K
Value
2.98M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
145.88K
Value
2.96M
Filed
Jun 30, 2026
JOHNSON FINANCIAL GROUP, INC.
CIK 1477024
Shares
143.87K
Value
2.92M
Filed
Jun 30, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
CIK 1536186
Shares
136.02K
Value
2.76M
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
126.88K
Value
2.58M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ELLIS INVESTMENT PARTNERS, LLC | 1765590 | 1.30M | 26.46M | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 1.13M | 22.97M | Jun 30, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 769.90K | 15.63M | Jun 30, 2026 |
| 4 | LPL FINANCIAL LLC | 1403438 | 745.72K | 15.14M | Jun 30, 2026 |
| 5 | BANK OF AMERICA CORP /DE/ | 70858 | 616.34K | 12.51M | Jun 30, 2026 |
| 6 | XML FINANCIAL, LLC | 1800465 | 598.75K | 12.15M | Jun 30, 2026 |
| 7 | AMERIPRISE FINANCIAL INC | 820027 | 403.05K | 8.18M | Jun 30, 2026 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 295.25K | 5.99M | Jun 30, 2026 |
| 9 | UBS GROUP AG | 1610520 | 285.25K | 5.79M | Jun 30, 2026 |
| 10 | ROYAL BANK OF CANADA | 1000275 | 283.64K | 5.76M | Jun 30, 2026 |
| 11 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 268.66K | 6.36M | Sep 30, 2024 |
| 12 | JP WEALTH MANAGEMENT, INC. | 1967622 | 248.46K | 5.19M | Dec 31, 2024 |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 195.73K | 3.97M | Jun 30, 2026 |
| 14 | CETERA INVESTMENT ADVISERS | 1666741 | 176.29K | 3.58M | Jun 30, 2026 |
| 15 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 159.40K | 3.24K | Jun 30, 2026 |
| 16 | HARBOUR INVESTMENTS, INC. | 810121 | 147.03K | 2.98M | Jun 30, 2026 |
| 17 | OSAIC HOLDINGS, INC. | 1677044 | 145.88K | 2.96M | Jun 30, 2026 |
| 18 | JOHNSON FINANCIAL GROUP, INC. | 1477024 | 143.87K | 2.92M | Jun 30, 2026 |
| 19 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | 136.02K | 2.76M | Jun 30, 2026 |
| 20 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 126.88K | 2.58M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.