Cohen & Steers REIT and Preferred Income Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of RNP?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	7,126	0.0149%
Institutions	8,236,571	17.2%
General Public	39,642,369	82.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 14.42% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
2.77%	Morgan Stanley, Investment Banking and Brokerage Investments	1,324,473	US$28.5m	-0.83%	no data
2.5%	Ellis Investment Partners, LLC	1,196,869	US$25.8m	-2.59%	5.35%
1.6%	LPL Financial Corporation, Asset Management Arm	765,664	US$16.5m	1.18%	0.01%
1.22%	Merrill Lynch & Co. Inc., Banking Investments	585,013	US$12.6m	-0.92%	no data
0.78%	Wells Fargo & Company, Securities and Brokerage Investments	373,598	US$8.0m	-9.39%	no data
0.78%	Raymond James Financial Inc., Asset Management Arm	371,329	US$8.0m	218%	no data
0.65%	Columbia Management Investment Advisers, LLC	311,751	US$6.7m	-0.25%	no data
0.56%	UBS Asset Management AG	266,022	US$5.7m	1.81%	no data
0.46%	XML Financial, LLC	221,362	US$4.8m	810%	0.45%
0.39%	Royal Bank of Canada, Banking & Securities Investments	186,545	US$4.0m	5.22%	no data
0.32%	Johnson Wealth Inc.	153,063	US$3.3m	-15.1%	0.23%
0.32%	Cetera Investment Advisers LLC	152,210	US$3.3m	24.8%	0.01%
0.29%	Commonwealth Equity Services, LLC	137,585	US$3.0m	0.52%	no data
0.23%	Royal Bank of Canada Trust Company (Bahamas) Limited, Asset Management Arm	110,918	US$2.4m	0%	0.06%
0.2%	Consolidated Portfolio Review Corp	98,143	US$2.1m	7.37%	0.33%
0.18%	Harbour Investments, Inc.	85,158	US$1.8m	0.05%	0.05%
0.17%	First Trust Advisors LP	81,071	US$1.7m	-0.33%	no data
0.15%	Koshinski Asset Management, Inc.	73,259	US$1.6m	7.36%	0.13%
0.15%	Cornerstone Advisors, LLC	69,956	US$1.5m	0%	0.06%
0.14%	Hennion & Walsh Asset Management, Inc.	65,366	US$1.4m	25.2%	0.06%
0.13%	Campbell Capital Management Inc.	61,139	US$1.3m	0%	0.56%
0.12%	Osaic Wealth, Inc. , Asset Management Arm	57,357	US$1.2m	-2.09%	no data
0.11%	Atlantic Union Bankshares Corporation,Asset Management Arm	53,034	US$1.1m	-2.75%	0.07%
0.11%	Capital Investment Advisors, LLC	52,853	US$1.1m	-8.93%	0.02%
0.1%	Cambridge Investment Research Advisors, Inc.	50,208	US$1.1m	0.49%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/12 05:45
End of Day Share Price	2025/05/09 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cohen & Steers REIT and Preferred Income Fund, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.