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Cohen & Steers REIT and Preferred and Income Fund

128 hedge funds and large institutions have $236M invested in Cohen & Steers REIT and Preferred and Income Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+17
Holders Change %
+15.32%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
39
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
26
FourThought Financial
Florida
$1.64M -$175K -6,133 -10%
SA
27
SRH Advisors
Kansas
$1.57M
PWP
28
Principle Wealth Partners
Connecticut
$1.46M +$535K +18,706 +58%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.22M -$2.4K -84 -0.2%
CAN
30
Cetera Advisor Networks
California
$1.17M +$67.6K +2,360 +6%
Truist Financial
31
Truist Financial
North Carolina
$1.14M +$132K +4,603 +13%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.11M +$1.11M +38,247 New
SPIA
33
Steward Partners Investment Advisory
New York
$1M +$236K +8,258 +31%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$998K +$51.3K +1,791 +5%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$990K -$131K -4,590 -12%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$974K -$34.3K -1,197 -3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$948K +$352K +12,297 +59%
LNC
38
Lincoln National Corp
Pennsylvania
$939K +$1.32K +46 +0.1%
PAG
39
Private Advisor Group
New Jersey
$886K +$47.4K +1,657 +6%
SMC
40
Smith, Moore & Co
Missouri
$868K +$11.2K +393 +1%
GC
41
Guggenheim Capital
Illinois
$841K +$8.64K +302 +1%
AF
42
Advisornet Financial
Minnesota
$833K
Northern Trust
43
Northern Trust
Illinois
$797K +$39K +1,364 +5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$776K -$16.7K -585 -2%
AIP
45
Ahrens Investment Partners
Louisiana
$664K -$401K -14,000 -38%
TA
46
TFG Advisers
Michigan
$656K -$31.2K -1,088 -5%
LFAS
47
Level Four Advisory Services
Texas
$650K +$650K +22,708 New
XF
48
XML Financial
Maryland
$605K +$6.64K +232 +1%
RRA
49
Round Rock Advisors
Connecticut
$575K +$575K +20,077 New
WE
50
Wealth Effects
Massachusetts
$552K +$552K +19,301 New