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Cohen & Steers REIT and Preferred and Income Fund

100 hedge funds and large institutions have $146M invested in Cohen & Steers REIT and Preferred and Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
34
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CP
26
Camelot Portfolios
Ohio
$984K -$155K -7,935 -14%
SPIA
27
Steward Partners Investment Advisory
New York
$872K +$54K +2,770 +7%
SRC
28
Shufro Rose & Co
New York
$823K +$137K +7,000 +20%
SMC
29
Smith, Moore & Co
Missouri
$714K +$86.5K +4,435 +14%
SXL
30
Summit X LLC
Missouri
$640K +$336K +17,231 +111%
LNC
31
Lincoln National Corp
Pennsylvania
$631K -$38.6K -1,977 -6%
Northern Trust
32
Northern Trust
Illinois
$622K +$80.6K +4,129 +15%
PAG
33
Private Advisor Group
New Jersey
$606K -$127K -6,493 -17%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$599K -$14.1K -725 -2%
GC
35
Guggenheim Capital
Illinois
$570K +$174K +8,902 +44%
LA
36
LexAurum Advisors
Kansas
$539K +$3.59K +184 +0.7%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$538K -$6.26K -321 -1%
ASFA
38
All Season Financial Advisors
Colorado
$498K +$6.36K +326 +1%
NFG
39
Nations Financial Group
Iowa
$466K +$98 +5 +0%
IAS
40
Insigneo Advisory Services
Florida
$464K -$35.4K -1,816 -7%
Invesco
41
Invesco
Georgia
$446K +$293 +15 +0.1%
EWA
42
EP Wealth Advisors
California
$441K +$441K +50,237 New
TA
43
TFG Advisers
Michigan
$430K -$6.81K -349 -2%
Truist Financial
44
Truist Financial
North Carolina
$407K +$3.06K +157 +0.8%
RRA
45
Round Rock Advisors
Connecticut
$403K -$9.76K -500 -2%
WE
46
Wealth Effects
Massachusetts
$382K -$3.92K -201 -1%
ASN
47
Advisory Services Network
Georgia
$382K +$38.3K +1,961 +11%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$378K
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$367K +$31K +1,591 +9%
AWS
50
Atria Wealth Solutions
New York
$365K -$3.36K -172 -0.9%