XRNPX Institutional Ownership & Shareholders
COHEN & STEERS REIT AND PREF (XRNPX) is currently held by 123 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $184.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ellis Investment Partners, Llc is currently the largest disclosed institutional shareholder of XRNPX tracked by InsiderSet, reporting ownership valued at approximately $25.02M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
123
Total Reported Value
$184.38M
Largest Holder
Ellis Investment Partners, Llc
Largest Position
$25.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ellis Investment Partners, Llc | 3.74% | 1,341,379 | $25,016,726 | — | — | — | |
| Morgan Stanley | 0.00% | 1,131,723 | $22,973,977 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 769,904 | $15,629,038 | — | — | — | |
| Lpl Financial Llc | 0.00% | 745,719 | $15,138,095 | — | — | — | |
| Bank Of America Corp | 0.00% | 616,337 | $12,511,642 | — | — | — | |
| Xml Financial, Llc | 0.82% | 613,861 | $11,448,509 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 403,050 | $8,184,749 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 295,247 | $5,993,522 | — | — | — | |
| Ubs Group Ag | 0.00% | 285,252 | $5,790,616 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 283,644 | $5,757,000 | — | — | — | |
| Advisors Asset Management, Inc. | 0.08% | 192,250 | $5,502,195 | — | — | — | |
| Wolverine Asset Management Llc | 0.05% | 195,731 | $3,973,339 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 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 | — | — | — | |
| Kestra Advisory Services, Llc | 0.01% | 106,572 | $2,163,406 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 100,775 | $2,045,740 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.06% | 103,025 | $1,921,416 | — | — | — | |
| Shufro Rose & Co Llc | 0.07% | 62,000 | $1,258,600 | — | — | — | |
| Bartlett & Co. Wealth Management Llc | 0.01% | 47,925 | $972,878 | — | — | — | |
| Private Advisor Group, Llc | 0.00% | 47,157 | $957,285 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 44,878 | $911,023 | — | — | — | |
| Future Financial Wealth Managment Llc | 0.54% | 47,068 | $877,826 | — | — | — | |
| Oarsman Capital, Inc. | 0.09% | 42,350 | $859,705 | — | — | — | |
| Capital Investment Advisors, Llc | 0.01% | 45,360 | $845,967 | — | — | — | |
| Smith Asset Management Co., Llc | 0.69% | 45,232 | $843,594 | — | — | — | |
| Focus Partners Wealth | 0.00% | 39,255 | $796,882 | — | — | — | |
| &Partners | 0.00% | 38,158 | $774,612 | — | — | — | |
| Independent Financial Group, Llc | 0.01% | 41,239 | $769,107 | — | — | — | |
| Atlantic Union Bankshares Corp | 0.01% | 36,807 | $747,183 | — | — | — | |
| Koshinski Asset Management, Inc. | 0.04% | 39,509 | $736,846 | — | — | — | |
| Logan Stone Capital, Llc | 0.15% | 35,922 | $729,217 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 28,136 | $571,169 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 27,135 | $550,839 | — | — | — | |
| Invesco Ltd. | 0.00% | 27,004 | $548,182 | — | — | — | |
| Everstar Asset Management, Llc | 0.26% | 26,560 | $539,168 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.00% | 24,979 | $507,069 | — | — | — | |
| Sound Income Strategies, Llc | 0.02% | 27,102 | $491,909 | — | — | — | |
| Insigneo Advisory Services, Llc | 0.02% | 23,800 | $483,140 | — | — | — | |
| Readystate Asset Management Lp | 0.02% | 23,480 | $476,644 | — | — | — | |
| Mml Investors Services, Llc | 0.00% | 23,069 | $468,291 | — | — | — | |
| Ep Wealth Advisors, Llc | 0.00% | 22,938 | $465,639 | — | — | — | |
| Alphacore Capital Llc | 0.01% | 22,783 | $462,487 | — | — | — | |
| Magnus Financial Group Llc | 0.03% | 22,218 | $414,367 | — | — | — | |
| Xtx Topco Ltd | 0.01% | 19,474 | $395,322 | — | — | — | |
| Intellus Advisors Llc | 0.05% | 19,356 | $392,924 | — | — | — | |
| Abel Hall, Llc | 0.07% | 20,000 | $373,000 | — | — | — | |
| Nations Financial Group Inc | 0.02% | 18,319 | $371,876 | — | — | — |
Frequently asked questions about XRNPX
Who are the largest institutional holders of XRNPX?
The largest institutional holders of XRNPX reported in the latest SEC Form 13F filings include Ellis Investment Partners, Llc, Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported XRNPX position.
What is XRNPX institutional ownership?
This page tracks XRNPX positions reported by institutional investment managers through SEC Form 13F. COHEN & STEERS REIT AND PREF (XRNPX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XRNPX?
InsiderSet currently tracks 123 institutional managers reporting XRNPX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XRNPX shareholders.
How much XRNPX stock do institutions own?
Institutional investment managers disclosed approximately $184.38M in XRNPX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XRNPX institutional ownership last updated?
The latest XRNPX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XRNPX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XRNPX position after the reporting date.
Are institutions buying or selling XRNPX?
Institutional buying and selling can be analyzed by comparing XRNPX positions across consecutive 13F reporting periods. InsiderSet's XRNPX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XRNPX ownership changes.
How has XRNPX institutional ownership changed over time?
InsiderSet tracks XRNPX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.