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Cohen & Steers REIT and Preferred and Income Fund

98 hedge funds and large institutions have $129M invested in Cohen & Steers REIT and Preferred and Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
25
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
26
Shufro Rose & Co
New York
$781K +$8.58K +500 +1%
RCM
27
RB Capital Management
Nevada
$707K -$55.9K -3,259 -7%
CP
28
Camelot Portfolios
Ohio
$604K -$251K -14,603 -29%
Invesco
29
Invesco
Georgia
$571K +$180K +10,506 +46%
SXL
30
Summit X LLC
Missouri
$536K -$26.5K -1,543 -5%
Northern Trust
31
Northern Trust
Illinois
$505K -$55.8K -3,253 -10%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$494K -$33.9K -1,977 -6%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$493K +$21.6K +1,259 +5%
PAG
34
Private Advisor Group
New Jersey
$479K -$31.1K -1,813 -6%
GC
35
Guggenheim Capital
Illinois
$474K -$31.1K -1,812 -6%
ASFA
36
All Season Financial Advisors
Colorado
$460K +$22.3K +1,302 +5%
VVP
37
Venture Visionary Partners
Ohio
$453K +$453K +26,408 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$435K
SIC
39
Samalin Investment Counsel
New York
$432K +$145K +8,473 +51%
IAS
40
Insigneo Advisory Services
Florida
$408K
NFG
41
Nations Financial Group
Iowa
$374K -$32.4K -1,889 -8%
LCM
42
Landscape Capital Management
New Jersey
$371K -$280K -16,309 -43%
RRA
43
Round Rock Advisors
Connecticut
$355K
EC
44
Elequin Capital
New York
$352K +$244K +14,229 +227%
AWS
45
Atria Wealth Solutions
New York
$348K +$51.8K +3,021 +17%
SPIA
46
Steward Partners Investment Advisory
New York
$340K -$44.8K -2,608 -12%
MFG
47
Magnus Financial Group
New York
$339K +$463 +27 +0.1%
WE
48
Wealth Effects
Massachusetts
$335K
Truist Financial
49
Truist Financial
North Carolina
$321K -$16.4K -957 -5%
DLG
50
Daniel L. Goodwin
$300K