COHEN & STEERS REIT AND PREF (XRNPX) Institutional Shareholders

COHEN & STEERS REIT AND PREF (XRNPX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $178.41M in XRNPX holdings during the latest filing period.

Ellis Investment Partners, Llc is currently the largest disclosed institutional shareholder of XRNPX tracked by InsiderSet, reporting ownership valued at approximately $24.90M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed XRNPX value among the investors covered in this analysis. Major shareholders include Ellis Investment Partners, Llc, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in COHEN & STEERS REIT AND PREF (XRNPX).

This page ranks the largest institutional XRNPX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

117

Total Reported Value

$178.41M

Largest Holder

Ellis Investment Partners, Llc

Largest Position

$24.90M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

141

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Ellis Investment Partners, Llc4.32%1,259,914$24,895,903———
Morgan Stanley0.00%1,161,453$22,950,317———
Lpl Financial Llc0.00%743,010$14,681,871———
Ameriprise Financial Inc0.00%689,438$13,620,279———
Wells Fargo & Company/Mn0.00%678,179$13,400,821———
Xml Financial, Llc0.88%598,747$12,154,561———
Bank Of America Corp0.00%600,823$11,872,271———
Raymond James Financial Inc0.00%318,964$6,302,733———
Royal Bank Of Canada0.00%313,200$6,189,000———
Ubs Group Ag0.00%254,023$5,019,495———
Cetera Investment Advisers0.00%157,517$3,112,535———
Johnson Financial Group, Inc.0.11%147,273$2,910,116———
Harbour Investments, Inc.0.04%147,240$2,909,463———
Hennion & Walsh Asset Management, Inc.0.07%126,878$2,575,623———
Wolverine Asset Management Llc0.04%121,884$2,408,428———
Osaic Holdings, Inc.0.00%117,587$2,323,590———
Kestra Advisory Services, Llc0.01%106,572$2,163,406———
Commonwealth Equity Services, Llc0.00%100,775$2,045,740———
Shufro Rose & Co Llc0.08%62,000$1,225,120———
Koshinski Asset Management, Inc.0.06%51,093$1,037,178———
Bartlett & Co. Wealth Management Llc0.01%47,925$972,878———
Private Advisor Group, Llc0.00%47,157$957,285———
Future Financial Wealth Managment Llc0.59%46,770$953,173———
Capital Investment Advisors, Llc0.01%47,207$932,805———
Smith Asset Management Co., Llc0.72%45,341$920,422———
Independent Financial Group, Llc0.02%43,034$873,590———
Oarsman Capital, Inc.0.10%42,350$836,836———
Atlantic Union Bankshares Corp0.02%39,799$786,429———
&Partners0.00%37,583$742,638———
Samalin Investment Counsel, Llc0.20%31,207$633,506———
Sound Income Strategies, Llc0.03%27,797$564,270———
Steward Partners Investment Advisory, Llc0.00%27,879$550,884———
Readystate Asset Management Lp0.03%27,676$546,878———
Secure Asset Management, Llc0.07%25,903$525,838———
Everstar Asset Management, Llc0.28%26,560$524,826———
Fifth Third Bancorp0.00%26,400$521,664———
Creative Planning0.00%25,324$500,410———
Focus Partners Wealth0.00%24,915$492,323———
Insigneo Advisory Services, Llc0.03%23,800$470,288———
Magnus Financial Group Llc0.03%22,187$450,401———
Alphacore Capital Llc0.01%22,553$445,643———
Hightower Advisors, Llc0.00%21,962$433,969———
Farther Finance Advisors, Llc0.00%20,917$424,617———
Mml Investors Services, Llc0.00%21,050$415,957———
Abel Hall, Llc0.07%20,000$406,000———
Wealth Enhancement Advisory Services, Llc0.00%18,601$382,995———
Nations Financial Group Inc0.02%18,319$371,876———
Envestnet Asset Management Inc0.00%17,893$353,558———
Investment Planning Advisors, Inc.0.08%17,145$348,044———
Wealthbridge Capital Management, Llc0.07%17,050$346,115———

Frequently asked questions about XRNPX

  • Who owns the most XRNPX stock?

    The largest holders of XRNPX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COHEN & STEERS REIT AND PREF (XRNPX).

  • Is XRNPX widely held by superinvestors?

    Many widely followed stocks like XRNPX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XRNPX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.

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