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Equibles

INDEPENDENT FINANCIAL GROUP, LLC

Position in RNP — Cohen & Steers REIT & Preferred & Income Fund Inc

CIK 275484 SAN DIEGO, CA
Back to RNP Full portfolio

Position in RNP

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$873,590
+$116,111 QoQ
Shares Held
43,034
+12.3% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#29
of 126 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in RNP Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. RNP ranks #39 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BPRE
Bluerock Private Real Estate Fund
 1,254,525 $16,321,370
2 PDI
PIMCO Dynamic Income Fund
 717,418 $11,980,880
3 ARCC
Ares Capital Corp
 460,273 $8,528,858
4 FSK
FS KKR Capital Corp
 760,481 $7,985,050
5 PSEC
Prospect Capital Corp
 2,485,356 $5,741,172
6 FSCO
FS Credit Opportunities Corp.
 1,120,115 $5,589,373
7 PFL
Pimco Income Strategy Fund
 524,739 $4,134,943
8 DSL
DoubleLine Income Solutions Fund
 352,342 $3,896,902

All Filings in RNP

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $873,590 43,034
2026-03-31 $757,479 38,334
2025-12-31 $226,364 11,398
2025-09-30 $267,467 11,898
2025-06-30 $344,669 15,137
2025-03-31 $323,766 14,670
2024-12-31 $290,823 13,915
2024-09-30 $275,731 11,649
2024-06-30 $251,549 12,349
2024-03-31 $259,699 12,349
2023-12-31 $277,542 13,767
2022-12-31 $605,713 29,721
2022-09-30 $544,587 28,086
2022-06-30 $563,482 26,405
2022-03-31 $574,504 21,365
2021-12-31 $431,017 15,060
2021-09-30 $701,219 27,338
2021-06-30 $240,216 8,825