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Cohen & Steers REIT and Preferred and Income Fund

127 hedge funds and large institutions have $205M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
43
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.6M 1,300,655 -2,387 -0.2%
EIP
2
Ellis Investment Partners
Pennsylvania
$27.3M 1,199,662 +2,793 +0.2%
LPL Financial
3
LPL Financial
California
$18.6M 818,404 +52,740 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$16.1M 705,164 +13,218 +2%
Ameriprise
5
Ameriprise
Minnesota
$13.5M 592,522 +153,288 +35%
Bank of America
6
Bank of America
North Carolina
$13.2M 580,077 -3,872 -0.7%
Wells Fargo
7
Wells Fargo
California
$8.72M 383,144 +15,912 +4%
XF
8
XML Financial
Maryland
$7.14M 313,706 +92,344 +42%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.06M 310,099 +10,689 +4%
UBS Group
10
UBS Group
Switzerland
$6.21M 272,574 +7,882 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.27M 187,384 +21,973 +13%
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.55M 155,793 -3,592 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.47M 152,306 +96 +0.1%
HI
14
Harbour Investments
Wisconsin
$2.73M 119,704 +34,546 +41%
CPRC
15
Consolidated Portfolio Review Corp
New York
$2.57M 113,031 +14,888 +15%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$2.26M 99,402 +34,036 +52%
VVP
17
Venture Visionary Partners
Ohio
$1.97M 86,467 +7,123 +9%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.82M 80,097 -5,335 -6%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$1.81M 79,709 +6,450 +9%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.57M 74,988 -25,174 -25%
CCM
21
Campbell Capital Management
Florida
$1.35M 59,139 -2,000 -3%
CIA
22
Capital Investment Advisors
Georgia
$1.14M 50,274 -2,579 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.13M 49,782 -426 -0.8%
KAS
24
Kestra Advisory Services
Texas
$1.13M 49,554 +1,858 +4%
AUB
25
Atlantic Union Bankshares
Virginia
$1.11M 48,934 -4,100 -8%