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Cohen & Steers REIT and Preferred and Income Fund

124 hedge funds and large institutions have $1.6B invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
35
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$991K +$161K +7,721 +19%
Invesco
27
Invesco
Georgia
$979K -$261K -12,497 -21%
SRC
28
Shufro Rose & Co
New York
$928K +$41.8K +2,000 +5%
AAM
29
Advisors Asset Management
Colorado
$913K -$2.49K -119 -0.3%
SIC
30
Samalin Investment Counsel
New York
$843K +$36.8K +1,760 +5%
OC
31
Oarsman Capital
Wisconsin
$836K -$20.9K -1,000 -2%
VVP
32
Venture Visionary Partners
Ohio
$834K +$195K +9,332 +31%
EAM
33
Everstar Asset Management
North Carolina
$791K -$8.36K -400 -1%
PAG
34
Private Advisor Group
New Jersey
$791K +$22K +1,055 +3%
P
35
&Partners
Tennessee
$655K +$429K +20,456 +189%
SPIA
36
Steward Partners Investment Advisory
New York
$624K +$183K +8,733 +41%
IPA
37
Investment Planning Advisors
Georgia
$529K -$423K -20,239 -44%
WAM
38
Wolverine Asset Management
Illinois
$524K +$524K +25,051 New
RCM
39
RB Capital Management
Nevada
$517K -$21.3K -1,017 -4%
XF
40
XML Financial
Maryland
$508K +$70K +3,347 +16%
IAS
41
Insigneo Advisory Services
Florida
$497K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$456K
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$431K +$84.1K +4,023 +24%
WCM
44
WealthBridge Capital Management
Ohio
$431K +$19.9K +950 +5%
SAM
45
Smith Asset Management
Florida
$418K +$418K +19,978 New
MFG
46
Magnus Financial Group
New York
$416K -$26.7K -1,276 -6%
NFG
47
Nations Financial Group
Iowa
$415K
HighTower Advisors
48
HighTower Advisors
Illinois
$401K -$46.6K -2,229 -10%
Northern Trust
49
Northern Trust
Illinois
$384K -$158K -7,564 -29%
CP
50
Camelot Portfolios
Ohio
$375K -$16.6K -794 -4%