ROCKY MOUNTAIN ADVISERS, LLC - COHEN & STEERS REIT & PFD IN ownership

COHEN & STEERS REIT & PFD IN's ticker is RNP and the CUSIP is 19247X100. A total of 3 filers reported holding COHEN & STEERS REIT & PFD IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ROCKY MOUNTAIN ADVISERS, LLC ownership history of COHEN & STEERS REIT & PFD IN
ValueSharesWeighting
Q3 2023$943,800
-12.0%
55,0000.0%0.46%
-19.4%
Q2 2023$1,073,050
+99904.7%
55,0000.0%0.57%0.0%
Q1 2023$1,073
-4.3%
55,0000.0%0.57%
-8.2%
Q4 2022$1,121
-99.9%
55,0000.0%0.62%
-55.2%
Q3 2022$1,066,000
-9.2%
55,0000.0%1.39%
-4.1%
Q2 2022$1,174,000
-20.6%
55,0000.0%1.45%
-11.8%
Q1 2022$1,479,000
-6.0%
55,0000.0%1.64%
-8.2%
Q4 2021$1,574,000
+11.6%
55,0000.0%1.79%
+4.1%
Q3 2021$1,411,000
-5.7%
55,0000.0%1.72%
-7.9%
Q2 2021$1,497,000
+11.6%
55,0000.0%1.86%
-2.3%
Q1 2021$1,341,00055,0001.91%
Other shareholders
COHEN & STEERS REIT & PFD IN shareholders Q4 2023
NameSharesValueWeighting ↓
Ellis Investment Partners, LLC 1,062,652$18,235,1094.69%
Johnson Financial Group, Inc. 637,050$10,931,7800.76%
Camelot Portfolios, LLC 35,198$604,0130.58%
All Season Financial Advisors, Inc. 26,806$459,9920.47%
ROCKY MOUNTAIN ADVISERS, LLC 55,000$943,8000.46%
Samalin Investment Counsel, LLC 25,198$432,3980.25%
RB Capital Management, LLC 41,185$706,7330.22%
Summit X, LLC 31,212$535,6340.17%
WEALTH EFFECTS LLC 19,500$334,6200.16%
FourThought Financial Partners, LLC 60,780$1,042,9850.15%
View complete list of COHEN & STEERS REIT & PFD IN shareholders