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Cohen & Steers REIT and Preferred and Income Fund
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Overview Fund Activity

92 hedge funds and large institutions have $128M invested in Cohen & Steers REIT and Preferred and Income Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
33
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$5.25M
2
LCM
Landscape Capital Management
New Jersey
+$1.76M
3
EIP
Ellis Investment Partners
Pennsylvania
+$1.63M
4
Goldman Sachs
Goldman Sachs
New York
+$1.2M
5
Bank of America
Bank of America
North Carolina
+$1.13M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$2.58M
2
WA
WESPAC Advisors
California
-$1.62M
3
Wells Fargo
Wells Fargo
California
-$1.44M
4
UBS Group
UBS Group
Switzerland
-$1.43M
5
IWM
IHT Wealth Management
Illinois
-$881K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.23M +$48.6K +3,017 +4%
Goldman Sachs
27
Goldman Sachs
New York
$1.2M +$1.2M +74,310 New
DA
28
Doliver Advisors
Texas
$1.04M +$1.04M +59,109 New
MGWM
29
Marks Group Wealth Management
Minnesota
$979K – – –
CAN
30
Cetera Advisor Networks
California
$970K +$40K +2,483 +4%
MC
31
Matisse Capital
Oregon
$903K +$903K +55,989 New
GC
32
Guggenheim Capital
Illinois
$823K +$176K +10,900 +27%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$750K +$20.8K +1,288 +3%
RCA
34
Rowland Carmichael Advisors
Arizona
$680K -$44.7K -2,770 -6%
XF
35
XML Financial
Maryland
$638K +$159K +9,857 +33%
CA
36
Cornerstone Advisors
North Carolina
$600K -$523K -32,400 -47%
Invesco
37
Invesco
Georgia
$594K +$247K +15,302 +71%
SFS
38
Shaker Financial Services
Virginia
$526K +$526K +32,625 New
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$522K -$9.39K -582 -2%
SXL
40
Summit X LLC
Missouri
$512K +$512K +31,782 New
SMC
41
Smith, Moore & Co
Missouri
$490K +$13.8K +856 +3%
Northern Trust
42
Northern Trust
Illinois
$485K -$12.9K -800 -3%
LNC
43
Lincoln National Corp
Pennsylvania
$483K +$3.64K +226 +0.8%
Ameriprise
44
Ameriprise
Minnesota
$471K +$182K +10,892 +63%
AF
45
Advisornet Financial
Minnesota
$468K -$4.84K -300 -1%
TA
46
TFG Advisers
Michigan
$426K +$5.46K +339 +1%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$420K +$4.85K +301 +1%
EWM
48
Empirical Wealth Management
Washington
$420K +$223K +13,863 +114%
AA
49
AQR Arbitrage
Connecticut
$410K +$410K +25,416 New
MA
50
Menlo Advisors
California
$394K -$60.5K -3,760 -13%
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