Investment Planning Advisors, Inc.
Position in RNP — Cohen & Steers REIT & Preferred & Income Fund Inc
CIK 2024049
CUMMING, GA
Position in RNP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$348,043
+$11,847 QoQ
Shares Held
17,145
+0.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#57
of 126 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RNP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Investment Planning Advisors, Inc. holds $348,043 across 1 Asset Management name. RNP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
This page
|
17,145 | $348,043 |
All Filings in RNP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,043 | 17,145 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $336,196 | 17,014 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $340,479 | 17,144 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $304,334 | 13,538 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $349,269 | 15,339 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $518,336 | 23,486 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $528,916 | 25,307 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,078,073 | 45,546 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $927,772 | 45,546 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||