Purchases and Sales Made in Q3 2025 in Cohen & Steers Reit & Preferred & Income Fund Inc (RNP)
This table provides information about the institutional ownership of Cohen & Steers Reit & Preferred & Income Fund Inc (RNP) during Q3 2025. The information is specifically focused on institutions that hold shares of COHEN & STEERS REIT & PREFERRED & INCOME FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
125K+ 157.15% |
$2.74M - $2.88M
|
205K
$4.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.7K+ 29.2% |
$1.2M - $1.26M
|
242K
$5.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
32.5K+ 10.36% |
$711K - $747K
|
346K
$7.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
17KNew |
$372K - $391K
|
17K
$356K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13.4K+ 1.12% |
$293K - $308K
|
1.21M
$25.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.6K+ 12.68% |
$276K - $290K
|
112K
$2.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.8KNew |
$257K - $270K
|
11.8K
$246K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.83K+ 44.22% |
$193K - $203K
|
28.8K
$602K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.96KNew |
$86.6K - $91K
|
3.96K
$82.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.34K+ 3.86% |
$73K - $76.8K
|
89.8K
$1.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3KNew |
$65.6K - $69K
|
3K
$62.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
2.42KNew |
$52.9K - $55.6K
|
2.42K
$50.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 12.76% |
$40.5K - $42.6K
|
16.4K
$342K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
1.85K+ 6.36% |
$40.3K - $42.4K
|
30.9K
$646K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7KNew |
$37.2K - $39.1K
|
1.7K
$35.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.15K+ 8.3% |
$25K - $26.3K
|
14.9K
$312K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.01KNew |
$22K - $23.1K
|
1.01K
$21K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
913+ 10.14% |
$20K - $21K
|
9.91K
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
681+ 2.71% |
$14.9K - $15.6K
|
25.8K
$540K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
500+ 2.28% |
$10.9K - $11.5K
|
22.5K
$470K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
442+ 0.98% |
$9.66K - $10.2K
|
45.6K
$954K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
387+ 3.05% |
$8.46K - $8.89K
|
13.1K
$274K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
331+ 1.77% |
$7.24K - $7.61K
|
19.1K
$399K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
283New |
$6.19K - $6.5K
|
283
$5.92K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$4.37K - $4.6K
|
200
$4.18K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
150New |
$3.28K - $3.45K
|
150
$3.14K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
102+ 1.1% |
$2.23K - $2.34K
|
9.35K
$196K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91+ 1.84% |
$1.99K - $2.09K
|
5.04K
$105K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
71+ 0.31% |
$1.55K - $1.63K
|
22.9K
$478K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
45+ 5.39% |
$984 - $1.03K
|
880
$18.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
34+ 15.96% |
$743 - $781
|
247
$5.17K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9+ 0.06% |
$197 - $207
|
15.1K
$316K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-35- 0.35% |
$765 - $804
|
9.87K
$206K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.1% |
$1.09K - $1.15K
|
48.5K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-187- 38.8% |
$4.09K - $4.3K
|
295
$6.17K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-291- 83.14% |
$6.36K - $6.69K
|
59
$1.23K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-376- 3.08% |
$8.22K - $8.64K
|
11.8K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-451- 3.13% |
$9.86K - $10.4K
|
13.9K
$292K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-558- 1.11% |
$12.2K - $12.8K
|
49.7K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-674- 3.45% |
$14.7K - $15.5K
|
18.9K
$395K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1K- 2.04% |
$21.9K - $23K
|
47.9K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 36.94% |
$24.1K - $25.3K
|
1.88K
$39.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.2K- 4.1% |
$26.2K - $27.6K
|
28.1K
$587K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.31K- 3.01% |
$28.6K - $30.1K
|
42.2K
$883K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.78K- 59.4% |
$39K - $41K
|
1.22K
$25.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.8K- 11.74% |
$39.4K - $41.4K
|
13.5K
$283K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 13.78% |
$76.6K - $80.5K
|
21.9K
$458K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.15K- 67.83% |
$90.7K - $95.3K
|
1.97K
$41.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6.56K- 16.7% |
$143K - $151K
|
32.7K
$685K
|