RNP icon

Cohen & Steers REIT and Preferred and Income Fund

107 hedge funds and large institutions have $205M invested in Cohen & Steers REIT and Preferred and Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
36
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
26
RB Capital Management
Nevada
$1.74M -$262K -10,759 -13%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.69M +$218K +8,944 +15%
FF
28
FourThought Financial
Florida
$1.64M +$32.3K +1,323 +2%
SA
29
SRH Advisors
Kansas
$1.34M +$1.34M +55,000 New
GC
30
Guggenheim Capital
Illinois
$1.25M -$289K -11,849 -19%
KAS
31
Kestra Advisory Services
Texas
$1.2M -$223K -9,155 -16%
CAN
32
Cetera Advisor Networks
California
$1.13M -$38.7K -1,587 -3%
SWM
33
Spire Wealth Management
Virginia
$1.01M +$1.01M +41,355 New
SMC
34
Smith, Moore & Co
Missouri
$948K -$2K -82 -0.2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$921K +$89.5K +3,673 +11%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$904K +$904K +37,046 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$791K +$130K +5,318 +20%
LNC
38
Lincoln National Corp
Pennsylvania
$747K +$7.9K +324 +1%
Northern Trust
39
Northern Trust
Illinois
$734K
Invesco
40
Invesco
Georgia
$713K -$163K -6,697 -19%
AF
41
Advisornet Financial
Minnesota
$710K +$48.8K +2,000 +7%
PFS
42
Prospera Financial Services
Texas
$706K +$361K +14,782 +104%
AIP
43
Ahrens Investment Partners
Louisiana
$700K +$4.88K +200 +0.7%
CRWM
44
Castle Rock Wealth Management
California
$696K -$93.7K -3,730 -12%
SPIA
45
Steward Partners Investment Advisory
New York
$666K +$430K +17,645 +182%
PAG
46
Private Advisor Group
New Jersey
$663K +$29.8K +1,223 +5%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$630K +$38.7K +1,586 +7%
FFA
48
First Foundation Advisors
California
$591K -$53.7K -2,202 -8%
TA
49
TFG Advisers
Michigan
$591K -$16.9K -693 -3%
XF
50
XML Financial
Maryland
$586K -$64.8K -2,654 -10%