XRNPX

Cohen & Steers REIT And Pref
UnclassifiedUSCUSIP 19247X100◍ Confluence graph
Tracked 13F Holders
27
-5 QoQ
13F Value (tracked)
$17.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)5 adding · 3 trimming
Insider net (180d)$0
Price history not yet available for XRNPX.
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which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

27 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Johnson Financial Group, Inc.
$2.9M
147K
−2.5%
Reduced · −4K sh
Q1 2026
2Hennion & Walsh Asset Management, Inc.
$2.7M
139K
+6.1%
Added · +8K sh
Q1 2026
3Kestra Advisory Services, LLC
$2.3M
118K
−29%
Reduced · −49K sh
Q1 2026
4BARTLETT & CO. WEALTH MANAGEMENT LLC
$982K
47K
−3.3%
Reduced · −2K sh
Q1 2026
5Private Advisor Group, LLC
$931K
47K
+0.8%
Added · +397 sh
Q1 2026
6Atlantic Union Bankshares Corp
$786K
40K
−12%
Reduced · −6K sh
Q1 2026
7INDEPENDENT FINANCIAL GROUP, LLC
$757K
38K
+236%
Added · +27K sh
Q1 2026
8&PARTNERS
$743K
38K
~0%
Added · +18 sh
Q1 2026
9Sound Income Strategies, LLC
$596K
30K
−9.3%
Reduced · −3K sh
Q1 2026
10Steward Partners Investment Advisory, LLC
$551K
28K
+11%
Added · +3K sh
Q1 2026
11READYSTATE ASSET MANAGEMENT LP
$547K
28K
−89%
Reduced · −214K sh
Q1 2026
12AlphaCore Capital LLC
$446K
23K
+0.8%
Added · +192 sh
Q1 2026
13MML INVESTORS SERVICES, LLC
$416K
21K
+9.9%
Added · +2K sh
Q1 2026
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$382K
19K
−8.3%
Reduced · −2K sh
Q1 2026
15NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$349K
18K
Held
Q1 2026
16DAVENPORT & Co LLC
$288K
15K
Held
Q1 2026
17HUB Investment Partners, LLC
$277K
14K
Held
Q1 2026
18Sanctuary Advisors, LLC
$265K
13K
+0.8%
Added · +114 sh
Q1 2026
19Cornerstone Wealth Management, LLC
$239K
12K
+13%
Added · +1K sh
Q1 2026
20D.A. DAVIDSON & CO.
$218K
11K
+2.5%
Added · +271 sh
Q1 2026
21Venture Visionary Partners LLC
$202K
10K
+0.1%
Added · +16 sh
Q1 2026
22MAI Capital Management
$78K
4K
−2.5%
Reduced · −100 sh
Q1 2026
23CWM, LLC
$57K
3K
+31%
Added · +689 sh
Q1 2026
24CULLEN/FROST BANKERS, INC.
$54K
3K
Held
Q1 2026
25Clearstead Advisors, LLC
$40K
2K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
5
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

65 funds+13 since Q2 2022
03672Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $127.1M

Funds that own XRNPX also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV33 funds$12.2B
NVIDIA CORPNVDA33 funds$10.7B
MICROSOFT CORPMSFT33 funds$10.4B
ALPHABET INC-CL AGOOGL33 funds$6.8B
SS SPDR S&P 500 ETF TRUST-USSPY33 funds$6.4B
BROADCOM INCAVGO33 funds$4.6B
META PLATFORMS INC-CLASS AMETA33 funds$4.4B
JOHNSON & JOHNSONJNJ33 funds$2.6B
TESLA INCTSLA33 funds$2.1B
CHEVRON CORPCVX33 funds$2.0B
INVESCO S&P 500 EQUAL WEIGHTRSP33 funds$1.7B
HOME DEPOT INCHD33 funds$1.6B

Ranked by how many of XRNPX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XRNPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.