RNP β€” COHEN & STEERS REIT & PFD &

Ownership history in Atria Wealth Solutions, Inc.  Β·  12 quarters on record

AI Ownership Summary

Atria Wealth Solutions, Inc. reported COHEN & STEERS REIT & PFD & (RNP) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q1. The latest visible filing shows RNP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Wealth Solutions, Inc.'s position in COHEN & STEERS REIT & PFD &, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

RNP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Wealth Solutions, Inc. held RNP β€” position size vs. price
% of Fund (quarterly)    RNP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 18,129 +371 +2.1% 0.00% $400K 2025-05-09 $20.08
2024 Q4 ADDED 17,758 +7 +0.0% 0.00% $371K 2025-01-31 $19.85
2024 Q3 REDUCED 17,751 -696 -3.8% 0.00% $420K 2024-11-08 $21.05
2024 Q2 REDUCED 18,447 -1,078 -5.5% 0.00% $376K 2024-07-22 $18.99
2024 Q1 ADDED 19,525 +1,205 +6.6% 0.00% $411K 2024-05-13 $17.72
2023 Q4 REDUCED 18,320 -1,977 -9.7% 0.00% $369K 2024-02-02 $17.30
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding RNP

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.01%

FAQ About Atria Wealth Solutions, Inc. and RNP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Wealth Solutions, Inc. reported owning RNP?

Atria Wealth Solutions, Inc. reported RNP across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported RNP position in Atria Wealth Solutions, Inc.'s portfolio?

The largest reported portfolio weight for RNP was 0.00% in 2025 Q1.

What is the latest reported RNP position on this page?

The most recent filing on this page is 2025 Q1, when Atria Wealth Solutions, Inc. reported 18,129 shares, equal to 0.00% of portfolio, with an estimated market value of $400K.

What does the chart on this RNP ownership page compare?

The chart compares Atria Wealth Solutions, Inc.'s quarterly RNP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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