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Cohen & Steers REIT and Pref (XRNPX)

CUSIP: 19247X100 | US | 533 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Ellis Investment Partners, LLC1,341,379
3.7% of portfolio›$25.0M
XML Financial, LLC613,861
0.8% of portfolio›$11.4M
Wolverine Asset Management LLC203,023
0.0% of portfolio›$3.8M
Cambridge Investment Research Advisors, Inc.186,900
0.0% of portfolio›$3.5K
Kestra Advisory Services, LLC103,208
0.0% of portfolio›$1.9M
Hennion & Walsh Asset Management, Inc.103,025
0.1% of portfolio›$1.9M
Commonwealth Equity Services, LLC98,605
0.0% of portfolio›$1.8M
Future Financial Wealth Managment LLC47,068
0.5% of portfolio›$877.8K
Capital Investment Advisors, LLC45,360
0.0% of portfolio›$846.0K
Smith Asset Management Co., LLC45,232
0.7% of portfolio›$843.6K
Independent Financial Group, LLC41,239
0.0% of portfolio›$769.1K
Koshinski Asset Management, Inc.39,509
0.0% of portfolio›$736.8K
Sound Income Strategies, LLC27,102
0.0% of portfolio›$491.9K
Magnus Financial Group LLC22,218
0.0% of portfolio›$414.4K
AlphaCore Capital LLC22,099
0.0% of portfolio›$412.2K
Abel Hall, LLC20,000
0.1% of portfolio›$373.0K
Wealth Enhancement Advisory Services, LLC18,577
0.0% of portfolio›$337.2K
Creative Planning17,718
0.0% of portfolio›$330.4K
Investment Planning Advisors, Inc.17,188
0.1% of portfolio›$320.6K
WealthBridge Capital Management, LLC16,300
0.1% of portfolio›$304.0K
Samalin Investment Counsel, LLC16,296
0.1% of portfolio›$303.9K
Farther Finance Advisors, LLC15,810
0.0% of portfolio›$294.9K
Cornerstone Wealth Management, LLC15,783
0.0% of portfolio›$294.4K
Secure Asset Management, LLC15,667
0.0% of portfolio›$292.2K
HUB Investment Partners, LLC14,000
0.0% of portfolio›$261.1K
NWF Advisory Services Inc.11,502
0.0% of portfolio›$214.5K
Wealth Effects LLC11,300
0.1% of portfolio›$210.7K
M Holdings Securities, Inc.10,904
0.0% of portfolio›$206
D.A. Davidson & Co.10,133
0.0% of portfolio›$189.0K
CGC Financial Services, LLC6,579
0.0% of portfolio›$122.7K
Triumph Capital Management4,225
0.0% of portfolio›$78.8K
Manchester Capital Management LLC4,000
0.0% of portfolio›$75.4K
Pension & Wealth Management Advisors, Inc.3,000
0.0% of portfolio›$56.0K
Cullen T Bankers, Inc.2,709
0.0% of portfolio›$50.5K
Investors Research Corp2,200
0.0% of portfolio›$41.0K
Signaturefd, LLC2,000
0.0% of portfolio›$37.3K
Next Level Wealth Planning, LLC1,915
0.0% of portfolio›$35.7K
Parkside Financial Bank & Trust1,796
0.0% of portfolio›$33.5K
Spire Wealth Management1,672
0.0% of portfolio›$31.2K
Private Trust Co NA1,600
0.0% of portfolio›$29.8K
Lanark Financial, Inc.1,300
0.0% of portfolio›$24.2K
Main Street Group, LTD1,040
0.0% of portfolio›$19.4K
Toth Financial Advisory Corp1,025
0.0% of portfolio›$19.1K
Hurley Capital, LLC1,000
0.0% of portfolio›$18.7K
Balance Wealth Partners LLC600
0.0% of portfolio›$11.2K
Buck Wealth Strategies, LLC446
0.0% of portfolio›$8.3K
Hartford Financial Management Inc.444
0.0% of portfolio›$8.3K
Financial Network Wealth Advisors LLC397
0.0% of portfolio›$7.4K
Physician Wealth Advisors, Inc.375
0.0% of portfolio›$7.0K
Cape Investment Advisory, Inc.300
0.0% of portfolio›$5.6K
Hazlett, Burt & Watson, Inc.264
0.0% of portfolio›$5
IFP Advisors, Inc259
0.0% of portfolio›$4.8K
SBK Financial, Inc.200
0.0% of portfolio›$3.7K
Highline Wealth Partners LLC150
0.0% of portfolio›$2.8K
EverSource Wealth Advisors, LLC79
0.0% of portfolio›$1.5K
Wolff Wiese Magana LLC28
0.0% of portfolio›$523
StyleTurnoverLocationFiled
Ellis Investment Partners, LLC
1,341,379$25.0M3.7%ETFLowBerwyn, PA2026-10-21
XML Financial, LLC
613,861$11.4M0.8%ETFLowBethesda, MD2026-10-29
Wolverine Asset Management LLC
203,023$3.8M0.0%Deep ValueVery HighChicago, IL2026-11-02
Cambridge Investment Research Advisors, Inc.
186,900$3.5K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
103,208$1.9M0.0%CoreLowAustin, TX2026-11-02
Hennion & Walsh Asset Management, Inc.
103,025$1.9M0.1%ValueMediumParsippany, NJ2026-10-13
Commonwealth Equity Services, LLC
98,605$1.8M0.0%ETFLowWaltham, MA2026-11-02
Future Financial Wealth Managment LLC
47,068$877.8K0.5%ETFMediumCincinnati, OH2026-10-15
Capital Investment Advisors, LLC
45,360$846.0K0.0%CoreLowAtlanta, GA2026-10-22
Smith Asset Management Co., LLC
45,232$843.6K0.7%YieldLowChiefland, FL2026-10-16
Independent Financial Group, LLC
41,239$769.1K0.0%GrowthLowSan Diego, CA2026-10-13
Koshinski Asset Management, Inc.
39,509$736.8K0.0%ETFLowDecatur, IL2026-10-29
Sound Income Strategies, LLC
27,102$491.9K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Magnus Financial Group LLC
22,218$414.4K0.0%ETFLowNew York, NY2026-10-21
AlphaCore Capital LLC
22,099$412.2K0.0%ETFLowLa Jolla, CA2026-11-04
Abel Hall, LLC
20,000$373.0K0.1%CoreMediumBaton Rouge, LA2026-10-19
Wealth Enhancement Advisory Services, LLC
18,577$337.2K0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
17,718$330.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Investment Planning Advisors, Inc.
17,188$320.6K0.1%ETFMediumCumming, GA2026-10-14
WealthBridge Capital Management, LLC
16,300$304.0K0.1%ETFLowWesterville, OH2026-10-16
Samalin Investment Counsel, LLC
16,296$303.9K0.1%YieldMediumChappaqua, NY2026-10-23
Farther Finance Advisors, LLC
15,810$294.9K0.0%IndexLowSan Francisco, CA2026-10-08
Cornerstone Wealth Management, LLC
15,783$294.4K0.0%ETFVery LowSt. Peters, MO2026-11-04
Secure Asset Management, LLC
15,667$292.2K0.0%GrowthMediumTroy, MI2026-10-19
HUB Investment Partners, LLC
14,000$261.1K0.0%GrowthLowAustin, TX2026-11-03
NWF Advisory Services Inc.
11,502$214.5K0.0%GARPLowLos Angeles, CA2026-10-19
Wealth Effects LLC
11,300$210.7K0.1%GrowthLowBoston, MA2026-10-23
M Holdings Securities, Inc.
10,904$2060.0%ETFHighPortland, OR2026-11-03
D.A. Davidson & Co.
10,133$189.0K0.0%CoreLowGreat Falls, MT2026-10-28
CGC Financial Services, LLC
6,579$122.7K0.0%ETFLowLake Oswego, OR2026-10-13
Triumph Capital Management
4,225$78.8K0.0%ETFMediumDenver, CO2026-10-14
Manchester Capital Management LLC
4,000$75.4K0.0%CoreLowManchester, VT2026-10-22
Pension & Wealth Management Advisors, Inc.
3,000$56.0K0.0%ETFLowWaltham, MA2026-10-16
Cullen T Bankers, Inc.
2,709$50.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Investors Research Corp
2,200$41.0K0.0%ETFLowAtlanta, GA2026-10-07
Signaturefd, LLC
2,000$37.3K0.0%IndexLowAtlanta, GA2026-10-23
Next Level Wealth Planning, LLC
1,915$35.7K0.0%ETFVery LowMeridian, ID2026-10-29
Parkside Financial Bank & Trust
1,796$33.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Spire Wealth Management
1,672$31.2K0.0%GrowthMediumMclean, VA2026-10-30
Private Trust Co NA
1,600$29.8K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
1,300$24.2K0.0%CoreMediumBirmingham, AL2026-10-26
Main Street Group, LTD
1,040$19.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Toth Financial Advisory Corp
1,025$19.1K0.0%CoreLowLeesburg, VA2026-10-08
Hurley Capital, LLC
1,000$18.7K0.0%GARPMediumNew York, NY2026-11-05
Balance Wealth Partners LLC
600$11.2K0.0%ETFMediumWorthington, OH2026-10-27
Buck Wealth Strategies, LLC
446$8.3K0.0%ValueMediumDenver, CO2026-10-28
Hartford Financial Management Inc.
444$8.3K0.0%CoreLowWest Hartford, CT2026-10-21
Financial Network Wealth Advisors LLC
397$7.4K0.0%ETFLowMurray, UT2026-10-28
Physician Wealth Advisors, Inc.
375$7.0K0.0%ETFMediumMidvale, UT2026-10-20
Cape Investment Advisory, Inc.
300$5.6K0.0%ETFLowMcdonough, GA2026-10-13
Hazlett, Burt & Watson, Inc.
264$50.0%CoreVery LowWheeling, WV2026-11-04
IFP Advisors, Inc
259$4.8K0.0%GrowthLowTampa, FL2026-10-16
SBK Financial, Inc.
200$3.7K0.0%N/AN/ARichmond, VA2026-11-02
Highline Wealth Partners LLC
150$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
EverSource Wealth Advisors, LLC
79$1.5K0.0%CoreMediumBirmingham, AL2026-11-04
Wolff Wiese Magana LLC
28$5230.0%GrowthLowCarslbad, CA2026-10-15