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 $191.69M 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 $26.46M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed XRNPX value among the investors covered in this analysis. Major shareholders include Ellis Investment Partners, Llc, Morgan Stanley, Wells Fargo & Company/Mn, 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

122

Total Reported Value

$191.69M

Largest Holder

Ellis Investment Partners, Llc

Largest Position

$26.46M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

147

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Ellis Investment Partners, Llc4.01%1,303,466$26,460,374———
Morgan Stanley0.00%1,131,723$22,973,977———
Wells Fargo & Company/Mn0.00%769,904$15,629,038———
Lpl Financial Llc0.00%745,719$15,138,095———
Bank Of America Corp0.00%616,337$12,511,642———
Xml Financial, Llc0.88%598,747$12,154,561———
Ameriprise Financial Inc0.00%403,050$8,184,749———
Raymond James Financial Inc0.00%295,247$5,993,522———
Ubs Group Ag0.00%285,252$5,790,616———
Royal Bank Of Canada0.00%283,644$5,757,000———
Advisors Asset Management, Inc.0.08%192,250$5,502,195———
Wolverine Asset Management Llc0.05%195,731$3,973,339———
Cetera Investment Advisers0.00%176,293$3,578,748———
Harbour Investments, Inc.0.04%147,035$2,984,805———
Osaic Holdings, Inc.0.00%145,876$2,961,579———
Johnson Financial Group, Inc.0.10%143,872$2,920,603———
Landscape Capital Management, L.L.C.0.18%136,023$2,761,267———
Hennion & Walsh Asset Management, Inc.0.07%126,878$2,575,623———
Kestra Advisory Services, Llc0.01%106,572$2,163,406———
Commonwealth Equity Services, Llc0.00%100,775$2,045,740———
Shufro Rose & Co Llc0.07%62,000$1,258,600———
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%45,464$922,923———
Smith Asset Management Co., Llc0.72%45,341$920,422———
Jane Street Group, Llc0.00%44,878$911,023———
Independent Financial Group, Llc0.02%43,034$873,590———
Oarsman Capital, Inc.0.09%42,350$859,705———
Focus Partners Wealth0.00%39,255$796,882———
&Partners0.00%38,158$774,612———
Atlantic Union Bankshares Corp0.01%36,807$747,183———
Logan Stone Capital, Llc0.15%35,922$729,217———
Samalin Investment Counsel, Llc0.20%31,207$633,506———
Envestnet Asset Management Inc0.00%28,136$571,169———
Sound Income Strategies, Llc0.03%27,797$564,270———
Fifth Third Bancorp0.00%27,135$550,839———
Invesco Ltd.0.00%27,004$548,182———
Everstar Asset Management, Llc0.26%26,560$539,168———
Secure Asset Management, Llc0.07%25,903$525,838———
Steward Partners Investment Advisory, Llc0.00%24,979$507,069———
Insigneo Advisory Services, Llc0.02%23,800$483,140———
Readystate Asset Management Lp0.02%23,480$476,644———
Mml Investors Services, Llc0.00%23,069$468,291———
Ep Wealth Advisors, Llc0.00%22,938$465,639———
Alphacore Capital Llc0.01%22,783$462,487———
Magnus Financial Group Llc0.03%22,187$450,401———
Farther Finance Advisors, Llc0.00%20,917$424,617———
Abel Hall, Llc0.07%20,000$406,000———
Showing 50 of 122

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.