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Cohen & Steers REIT and Preferred and Income Fund

114 hedge funds and large institutions have $185M invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
36
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
26
Oarsman Capital
Wisconsin
$970K +$438K +18,500 +82%
KAS
27
Kestra Advisory Services
Texas
$940K -$145K -6,144 -13%
IPA
28
Investment Planning Advisors
Georgia
$928K
SIC
29
Samalin Investment Counsel
New York
$913K +$16.3K +687 +2%
EAM
30
Everstar Asset Management
North Carolina
$906K +$906K +38,260 New
PAG
31
Private Advisor Group
New Jersey
$871K -$74.6K -3,151 -8%
SRC
32
Shufro Rose & Co
New York
$864K
VVP
33
Venture Visionary Partners
Ohio
$723K +$30.3K +1,281 +4%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$691K +$691K +29,182 New
ASFA
35
All Season Financial Advisors
Colorado
$634K +$1.4K +59 +0.2%
Northern Trust
36
Northern Trust
Illinois
$614K -$51.4K -2,170 -8%
RCM
37
RB Capital Management
Nevada
$610K -$14.2K -599 -2%
IAS
38
Insigneo Advisory Services
Florida
$563K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$516K -$7.69K -325 -1%
HighTower Advisors
40
HighTower Advisors
Illinois
$507K +$139K +5,883 +38%
MFG
41
Magnus Financial Group
New York
$501K +$544 +23 +0.1%
SPIA
42
Steward Partners Investment Advisory
New York
$500K +$56.9K +2,402 +13%
XF
43
XML Financial
Maryland
$497K +$229K +9,672 +86%
NFG
44
Nations Financial Group
Iowa
$469K
WCM
45
WealthBridge Capital Management
Ohio
$465K +$35.5K +1,500 +8%
CP
46
Camelot Portfolios
Ohio
$444K -$555K -23,444 -56%
AWS
47
Atria Wealth Solutions
New York
$420K -$16.5K -696 -4%
DC
48
Davenport & Co
Virginia
$398K
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$393K +$393K +16,617 New
WE
50
Wealth Effects
Massachusetts
$386K -$4.73K -200 -1%