COHEN & STEERS REIT AND PREF (XRNPX) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $180.67M 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 72% 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

116

Total Reported Value

$180.67M

Largest Holder

Ellis Investment Partners, Llc

Largest Position

$24.90M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

135

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———
Bank Of America Corp0.00%600,823$11,872,271———
Xml Financial, Llc0.89%561,075$11,086,851———
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.0.09%138,541$2,737,570———
Independent Financial Group, Llc0.03%109,030$2,522,756———
Commonwealth Equity Services, Llc0.00%123,985$2,449,950———
Wolverine Asset Management Llc0.04%121,884$2,408,428———
Kestra Advisory Services, Llc0.01%118,406$2,339,709———
Osaic Holdings, Inc.0.00%117,587$2,323,590———
Koshinski Asset Management, Inc.0.09%71,376$1,410,381———
Shufro Rose & Co Llc0.08%62,000$1,225,120———
Future Financial Wealth Managment Llc0.76%57,270$1,182,053———
Bartlett & Co. Wealth Management Llc0.01%46,885$982,241———
Capital Investment Advisors, Llc0.01%47,207$932,805———
Private Advisor Group, Llc0.00%47,110$930,901———
Smith Asset Management Co., Llc0.77%45,170$892,559———
Samalin Investment Counsel, Llc0.30%42,836$846,447———
Oarsman Capital, Inc.0.10%42,350$836,836———
Atlantic Union Bankshares Corp0.02%39,799$786,429———
&Partners0.00%37,583$742,638———
Sound Income Strategies, Llc0.03%29,915$595,606———
Steward Partners Investment Advisory, Llc0.00%27,879$550,884———
Readystate Asset Management Lp0.03%27,676$546,878———
Everstar Asset Management, Llc0.28%26,560$524,826———
Fifth Third Bancorp0.00%26,400$521,664———
Secure Asset Management, Llc0.08%25,889$511,565———
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 Llc0.04%23,158$457,606———
Alphacore Capital Llc0.01%22,553$445,643———
Z3 Capital Partners, Llc0.05%22,298$441,766———
Hightower Advisors, Llc0.00%21,962$433,969———
Mml Investors Services, Llc0.00%21,050$415,957———
Farther Finance Advisors, Llc0.00%20,855$415,230———
Wealth Enhancement Advisory Services, Llc0.00%18,990$382,459———
Envestnet Asset Management Inc0.00%17,893$353,558———
Nations Financial Group Inc0.02%17,649$348,744———
Landscape Capital Management, L.L.C.0.02%17,409$344,001———
Investment Planning Advisors, Inc.0.09%17,014$336,197———

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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