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Cohen & Steers REIT and Preferred and Income Fund

131 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

0.38% more ownership

Funds ownership: 19.93%20.31% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 135131 (-4)

10% less capital invested

Capital invested by funds: $214M → $193M (-$21.2M)

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
38
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$937K -$53.1K -2,558 -5%
PAG
27
Private Advisor Group
New Jersey
$928K +$34.7K +1,670 +4%
SIC
28
Samalin Investment Counsel
New York
$904K -$1.49K -72 -0.2%
AUB
29
Atlantic Union Bankshares
Virginia
$901K -$52.9K -2,550 -5%
Jane Street
30
Jane Street
New York
$890K +$930K +44,808 New
OC
31
Oarsman Capital
Wisconsin
$841K
SFS
32
Shaker Financial Services
Virginia
$802K +$838K +40,372 New
Mariner
33
Mariner
Kansas
$746K +$568K +27,344 +267%
P
34
&Partners
Tennessee
$746K +$45.2K +2,180 +6%
SAM
35
Smith Asset Management
Florida
$706K +$96.8K +4,663 +15%
SIS
36
Sound Income Strategies
Florida
$670K +$5.44K +262 +0.8%
MFG
37
Magnus Financial Group
New York
$566K -$6.27K -302 -1%
EAM
38
Everstar Asset Management
North Carolina
$557K
SAM
39
Secure Asset Management
Michigan
$514K +$1.06K +51 +0.2%
SPIA
40
Steward Partners Investment Advisory
New York
$501K -$134K -6,442 -20%
IAS
41
Insigneo Advisory Services
Florida
$473K
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$448K +$90.6K +4,364 +24%
AC
43
AlphaCore Capital
California
$444K -$236K -11,381 -34%
HighTower Advisors
44
HighTower Advisors
Illinois
$436K +$996 +48 +0.2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$419K +$38.4K +1,850 +10%
VF
46
Virtu Financial
New York
$403K +$421K +20,283 New
FFA
47
Farther Finance Advisors
California
$396K +$332K +15,977 +403%
RCM
48
RB Capital Management
Nevada
$393K -$63.3K -3,052 -13%
MML Investors Services
49
MML Investors Services
Massachusetts
$380K +$126K +6,059 +46%
Creative Planning
50
Creative Planning
Kansas
$367K +$2.35K +113 +0.6%