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Disclosery

XRNPX COHEN & STEERS REIT & PFD &

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COM (fund)

119 managers (119 13F filers) reported a position in XRNPX shares at 2026-03-31, 9,191,564 shares in all. 6 filers opened a position and 17 filers sold out during the quarter.

Managers
119
13F filers
119
New
6
Added
38
Reduced
37
Sold out
17
Shares held by filers
9,191,564

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ellis Investment Partners, LLC1,259,914$24.9M4.32%+33,15313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,161,453$23M<0.01%-179,69113F-HRTimelineGroup
LPL Financial LLC743,010$14.7M<0.01%-10,48613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC689,438$13.6M<0.01%-145,38713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN678,179$13.4M<0.01%-7,85113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/600,823$11.9M<0.01%+51,66013F-HRTimelineGroup
XML Financial, LLC561,075$11.1M0.89%+144,03513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC318,964$6.3M<0.01%+35,28213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA313,200$6.19M<0.01%+7,43013F-HRTimelineGroup
UBS Group AGin group UBS Group AG254,023$5.02M<0.01%-5,02413F-HRTimelineGroup
Cetera Investment Advisers157,517$3.11M<0.01%-1,24513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.147,273$2.91M0.11%-3,78613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.147,240$2.91M0.04%+17,29813F-HRTimeline
Hennion & Walsh Asset Management, Inc.138,541$2.74M0.09%+7,98313F-HRTimeline
Cambridge Investment Research Advisors,…128,450$2.54M0.01%+75,14313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC123,985$2.45M<0.01%-63,72013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC121,884$2.41M0.04%-5,34213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC118,406$2.34M0.01%-48,75713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.117,587$2.32M<0.01%-11,70713F-HRTimelineGroup
Koshinski Asset Management, Inc.71,376$1.41M0.09%-25,33413F-HRTimeline
SHUFRO ROSE & CO LLC62,000$1.23M0.08%+8,00013F-HRTimeline
Future Financial Wealth Managment LLC57,270$1.18M0.76%-5813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC46,885$982K0.01%-1,60013F-HRTimeline
Capital Investment Advisors, LLC47,207$933K0.01%+4913F-HR/ATimeline
Private Advisor Group, LLC47,110$931K<0.01%+39713F-HRTimeline
Smith Asset Management Co., LLC45,170$893K0.77%+9,64213F-HRTimeline
Samalin Investment Counsel, LLC42,836$846K0.3%-2,70113F-HRTimeline
OARSMAN CAPITAL, INC.42,350$837K0.1%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp39,799$786K0.02%-5,58513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC38,334$757K0.02%+26,93613F-HR/ATimeline
&PARTNERS37,583$743K<0.01%+1813F-HRTimeline
Sound Income Strategies, LLC29,915$596K0.03%-3,07013F-HRTimeline
Steward Partners Investment Advisory, L…27,879$551K<0.01%+2,65013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP27,676$547K0.03%-213,69413F-HRTimeline
Everstar Asset Management, LLC26,560$525K0.28%-1,50013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…26,400$522K<0.01%+16,48713F-HRTimelineGroup
Secure Asset Management, LLC25,889$512K0.08%+1413F-HRTimeline
Creative Planningin group Creative Planning25,324$500K<0.01%+6,82213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth24,915$492K<0.01%+2,37013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC23,800$470K0.03%013F-HRTimeline
Magnus Financial Group LLC23,158$458K0.04%-5,32113F-HRTimeline
AlphaCore Capital LLC22,553$446K0.01%+19213F-HRTimeline
HighTower Advisors, LLC21,962$434K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC21,050$416K<0.01%+1,90513F-HRTimeline
Farther Finance Advisors, LLC20,855$415K<0.01%+91613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,990$382K<0.01%-1,72613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,893$354K<0.01%+3,07813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,649$349K0.02%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…17,409$344K0.02%-68,63513F-HRTimelineGroup
Investment Planning Advisors, Inc.17,014$336K0.09%-13013F-HRTimeline
WealthBridge Capital Management, LLC16,950$335K0.08%-1,15013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,814$332K<0.01%+5513F-HRTimelineGroup
Intellus Advisors LLC16,451$325K0.04%+21113F-HRTimeline
Janney Montgomery Scott LLC15,434$305K<0.01%-1,03413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC15,402$304K0.07%+5613F-HRTimeline
RB Capital Management, LLC15,159$300K0.06%-4,64313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,934$295K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,728$291K<0.01%-27513F-HRTimelineGroup
DAVENPORT & Co LLC14,586$288K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,357$284K<0.01%-30,45113F-HRTimelineGroup
LexAurum Advisors, LLC14,117$279K0.04%13F-HRTimeline
HUB Investment Partners, LLC14,000$277K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,503$267K0.02%+113F-HRTimeline
Sanctuary Advisors, LLC13,427$265K<0.01%+11413F-HRTimeline
Cornerstone Wealth Management, LLC12,072$239K0.01%+1,37913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,920$236K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,550$228K<0.01%-26,02613F-HRTimelineGroup
WEALTH EFFECTS LLC11,300$223K0.08%013F-HRTimeline
Advisory Services Network, LLC11,263$223K<0.01%-13913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,952$218K0.02%-2,07613F-HRTimeline
D.A. DAVIDSON & CO.11,025$218K<0.01%+27113F-HRTimeline
one8zero8, LLC11,000$217K0.05%013F-HRTimeline
Z3 Capital Partners, LLC10,749$212K0.05%-80013F-HRTimeline
Venture Visionary Partners LLC10,224$202K0.01%+1613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,845$133K<0.01%013F-HR/ATimelineGroup
PRIVATE TRUST CO NA6,119$121K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,659$112K<0.01%-27913F-HRTimelineGroup
Triumph Capital Management4,425$87.4K0.02%013F-HRTimeline
Manchester Capital Management LLC4,000$79K0.01%013F-HRTimeline
MAI Capital Management3,945$78K<0.01%-10013F-HRTimeline
Keating Financial Advisory Services, In…3,734$73.8K0.01%+7413F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,000$59.3K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC2,907$57.4K<0.01%+68913F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,709$53.5K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,550$50.4K<0.01%013F-HRTimeline
Allworth Financial LP2,214$43.7K<0.01%013F-HRTimeline
Investors Research Corp2,200$43.5K0.01%013F-HRTimeline
Clearstead Advisors, LLC2,000$39.5K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,796$35.5K<0.01%-70413F-HRTimeline
Heritage Wealth Advisors1,758$34.7K<0.01%013F-HRTimeline
CX Institutional1,643$32K<0.01%+2813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,607$31.7K<0.01%+3213F-HRTimelineGroup
SIGNATUREFD, LLC1,500$29.6K<0.01%+70013F-HRTimeline
Osbon Capital Management LLC1,347$26.6K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,261$24.9K<0.01%-2,29613F-HRTimelineGroup
LANARK FINANCIAL, INC.1,200$23.7K<0.01%013F-HRTimeline
Kilter Group LLC1,200$23.7K0.01%new13F-HRTimeline
Main Street Group, LTD1,040$20.6K0.01%new13F-HRTimeline
Hurley Capital, LLC1,000$19.8K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP920$18.2K<0.01%013F-HRTimeline
Truvestments Capital LLC916$18.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC818$16.2K<0.01%013F-HR/ATimeline
Fortis Group Advisors, LLC600$11.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC560$11.1K<0.01%013F-HRTimeline
Hartford Financial Management Inc.444$8.77K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.375$7.41K<0.01%013F-HRTimeline
JDM Financial Group LLC271$5.36K<0.01%013F-HRTimeline
IFP Advisors, Inc259$5.12K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.255$5K<0.01%+413F-HRTimeline
Sunbelt Securities, Inc.150$2.96K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC150$2.96K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC135$2.67K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC98$1.94K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.95$1.88K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…76$1.5K<0.01%+213F-HR/ATimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…44$869<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC28$554<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$217<0.01%-213F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT10$198<0.01%013F-HRTimeline